Cashflow Planning

We use market leading cashflow software that allows us to show you your forecast income and expenditure in a very easy to understand graphical format. Our clients love it. They particularly like the flexibility it gives them – we can tweak their projected income or expenditure real time, while we are discussing their plans and goals.

For example in a meeting we can show a client, there and then, what changing a planned retirement age from 65 to 60 can do to their pension income when they are 80, or what amount of increased pension contribution is required now to meet their target annual income when they have retired.

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