Using specialist cashflow modelling software, we can input all the relevant data about your assets, liabilities and income to forecast your future finances.
This is a really visual way to show you how much money you could have in the future and to determine whether you have enough money to maintain your desired lifestyle and if you are on track to achieving your goals.
Cashflow modelling is a really powerful tool, help provide some clarity and peace of mind over your financial future by providing answers to life's tough questions such as 'will I have enough money to last?' and 'when can I afford to retire?'.
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 also see what effect gifting money to loved ones would have on your finances over the long term, helping you to make better-informed decisions over your future. It also helps us to calculate 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.
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