Financial planning uses the same approach entrepreneurs use to plan their business strategy. We apply the same cashflow forecasting tools to your personal finances.
Using specialist software, (a powerful spreadsheet with a user-friendly interface), we can enter all the relevant data about your assets, liabilities and income and manipulate it to see how the outcomes change.
Forecasting ahead until you are 100 years old, we can estimate whether you have enough money to maintain your desired lifestyle and achieve your goals. We can move your retirement date to see what impact that has on the numbers, or simulate a shock to your finances such as an illness or job loss. We can see what would happen if you gifted money to your children or work out what kind of an inheritance tax bill you might be leaving behind….all at the click of a mouse!
It’s not a crystal ball, we have to make assumptions based on what we know now about investment growth and interest rates as well as what might happen in your own life. However, it gives a clear picture of what might happen in different scenarios.
No charge. Cancel anytime. We value your privacy and will not share your details.