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  • Ray Adams launched CashCalc in 2014

    Policeman turned Planner becomes cashflow tool creator

  • Fraser Donaldson, Insight Analyst (Investments) for Defaqto

    New DFM listings for Financial Planners published

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    Adviser: How I dealt ‘head on’ with resentful DB clients

  • Julie Lord CFPTM Chartered FCSI, right, with business partner at Magenta Financial Planning, Gretchen Betts CFPTM Chartered MCSI

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  • Pete Matthew

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    Planner’s retirement rescue for seriously ill client

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    Financial Planning Today magazine's new issue is out now

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    Julie Lord: Planning firms must adapt service for older clients

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    Financial Planners report their client numbers are soaring

  • Ray Adams

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    Chartered firm calls Paraplanners ‘Financial Planning assistants’

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