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A vital part of financial planning, cashflow modelling provides fundamental information to help you and your client devise a strategy to achieve their financial goals. When cross referenced with future inflation assumptions as well as the client’s attitude to investment risk, it can ensure their expectations are realistic or can highlight an area of planning that meets this need.

We can provide the costs, growth rates and expectations that you can match to your client’s objectives and attitude to risk.

Services include

  • Helping your clients determine when they can afford to retire
  • Helping your clients with budgeting to ensure they do not run out of money
  • Analysis to see if your clients can afford to take less risk with their investments