Clarify your current financial circumstances
Through our cash flow software we can clarify your current financial circumstances and then formulate a structure and plan to improve your circumstances.
Cashflow-based financial planning…
We can utilise two charts to highlight and explain the changes in a clients cash flow, e.g. we can show the effect the clients debt repayments have on their lifestyle costs.”
The Red line means trouble…
After we clarify the clients financial circumstances we can show them the effects our recommendations has on their future cash flow, with the ultimate objective of the client achieving financial independence.
Remember, we are impartial
We can run simulations such as calculating how much funds are required at a certain date to cover any future shortfall.
Future shortfall
Our charts summarise the client financial data that we gather and analyse, but when needed we can drill down into the chart to explain were the figures originate from.
Highlighting a clients cash flow
While highlighting a clients cash flow we can also quantify and present the current and future value of their current assets based on conservative growth rates, which aids us in our retirement and inheritance planning.