Last Thursday morning our CEO, Sophia Bhatti and our Cash Flow Modelling specialist, John Whitehead, led a very informative and engaging presentation on Unlocking Your Financial Future with the Dubai Business Women Council.
It was a great opportunity to discuss the importance and effectiveness of obtaining a bespoke Cash Flow Model.
Here are the key takeaways Sophia and John shared:
- Transparency – The model provides a clear representation of all applicable assets/incomes and summarises them early in the report. No hidden agendas just clear and transparent values from the outset.
- Language – Whether comfortable with numbers, the reports capture all the mathematical/financial data along with clear illustrations of how successful their model is across the scenario lifetime.
- Bespoke and Fluid – Each model is tailored specifically to each client and reflects their position today and projects forward their circumstances.
A huge thank you to everyone who attended, it was very enjoyable, and your thoughtful questions evidenced an engaging event.