Knowing where your finances are today is not enough – it’s knowing where you are going which is more important.
We look at where you are, where you want to go and then work out what you have to do now to get there.
We help you to look at your financial future using lifetime cash flow forecasting software which helps you to see clearly where you are heading. It helps you answer important questions like: ‘’When will I have enough to retire?’’ or, “can I afford to retire early?’’ And if you are already retired: “How much can I spend and still have enough money for the rest of my life?” or, ‘’how much can I give away without ever running out of money?’’
Lifetime cash flow forecasting is essential for you to achieve financial freedom and to provide you with financial peace of mind. Clients are much more interested in ensuring that they can maintain (and improve) their current lifestyle, than whether one fund is performing better than another. Because fund performance is important too, we keep a close eye on your investments, allowing you to focus on what you want to do and live the life that you deserve.