intelliflo Insider

Protecting clients’ financial future through cashflow planning

March 10, 2022 intelliflo Season 1 Episode 4

In this episode of intelliflo Insider, Aishling Costello (intelliflo’s senior cashflow planning consultant), Ed Grobler (financial planner at Brewin Dolphin), and Darren Waller (Financial Protection & Mortgage Adviser at Generation Financial Services), discuss the real-life benefits of cashflow planning and the impact this technology has on clients and advisers alike.

Produced and recorded remotely by Lansons.