Cashflow Forecasting 

Cash flow analysis is at the core of our financial solutions and we have found it to be our most valuable tool, particularly where clients are planning for retirement.

We establish your current position, as well as your goals and aspirations, we evaluate your income, expenditure, assets and liabilities projected forwards, usually well into your retirement.  We then create a detailed plan which will help you to visualise your financial future so you can make important decisions. 

We have found this to be an extremely valuable way of putting many clients at ease with their retirement planning.  It many cases, it enables them to see that they can actually retire when they want to. Sometimes, it makes them realise that they may need to cut back planned future spending and/or save harder now in order to achieve those goals.  Either way, we help clients know where they are and what they need to do to achieve their goals.