We help our clients identify and address their current and future planning requirements through a process called lifetime cash-flow modelling.
We use a specially designed software program to examine the financial future of our clients as a key element of our lifestyle financial planning service.
This system supports us in providing a detailed picture of our client’s current financial position. We are able to illustrate how your financial future looks, by rolling your financial position forward in time, year by year, taking account of all the relevant factors and anticipated events you wish to consider and include along the way.
We can model the effects of pretty well any financial action or change, at any point in time… helping you answer those “future” questions, such as: