Welcome to the Resource Centre.

Here you will find copies of our personal finance magazine.

 
 
Personal Finance Magazine Dan Mills Personal Finance Magazine Dan Mills

What the Back to the Future ripple effect could teach you about financial planning

40 years ago, Back to the Future delighted cinema-goers and the “ripple effect” the characters experience could provide a valuable lesson when creating a financial plan – even small actions you take now may have a large effect on your future. Find out other insights you could pick up from Marty McFly and Doc Brown in this useful guide.

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Personal Finance Magazine Dan Mills Personal Finance Magazine Dan Mills

How financial planning could help you answer essential “what if?” questions

With many people worrying about how their decisions will affect their long-term finances or how they’d cope if they faced an unexpected obstacle, cashflow modelling may be a valuable tool that boosts your clients’ long-term confidence.

This handy guide explains what cashflow modelling is and how, when used as part of a wider financial plan, it might lead to better-informed decisions that support long-term goals.

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