Cashflow Modelling involves looking in detail at your assets and the money coming in and out throughout your lifetime. It allows for factors including tax, investment growth and inflation to help provide clarity on your current financial situation. We can use Cashflow Modelling to establish whether you are on track to achieve your goals and if not, what we need to do to get you there.

We can also explore different scenarios and see the impact on your plans, giving some peace of mind when making big life decisions such as when to retire. These scenarios are ‘stress-tested’ to ensure that your goals are achievable in times of difficulty such as when market values drop.

Watch the short video below for further information: