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Our MD, Sam Carroll, is bringing cashflow modelling back

Cashflow modelling has come back into fashion, says Sam Carroll, who’s an adviser with Talem Wealth.

This is particularly true in Sydney, where a lot of clients are “staring down the barrel of million-dollar mortgages,” as Carroll describes it. “They know they’re going to have to be really clever in how they invest and save so they can afford to buy a home.”

It’s within the younger demographic – usually between the ages of 35 and 55 – where Carroll has been focusing his efforts and where Talem is growing its client base.

Read the rest of the interview here

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100 Walker Street
North Sydney, NSW, 2060
Phone: 02 9906 1125

Talem Wealth
ABN 89 074 122 428

Talem Wealth is an Authorised Representative of Walker Lane Pty Ltd.
ABN 706 2619 9826
AFSL #509305

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