Target Newsletter - Issue 186 February 2023

New Cashflow Modelling

Inspiring conversations that lead to better customer outcomes

Fully integrated with Defaqto Engage, Cashflow Modelling seamlessly connects lifestyle planning into your investment advice process. Using a robust methodology, it makes it easy for advisers

to build an integrated financial life plan for their clients - pre and post retirement.

To find out more or to book a demo: Visit defaqto.com/advisers Call us on 01844 295 546 Email us at sales@defaqto.com

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