Financial Planning

We build a detailed picture of your current expenditure and what you plan to spend your money on in the future.

We then overlay your planned means to pay for the above

We use timelines to define key life stages and events

We can use simulations or “What If" scenarios.

When you get this clarity for the 1st time – you’ll either find out

 

  • Alls OK – your finances are on-track and put you at ease, allowing you to focus more on what you do best and enjoy the now!

 

OR

  • Alls not-OK – your current financial position is not sustainable OR your desired future goals are not attainable – arming you with vital information to alter course and achieve better outcomes.

 

Financial Planning

A detailed cashflow is a key precursor to making informed decisions. Before you decide to invest, top-up your pension, buy that boat, gift your kids or sell that negative equity property, a personalised cashflow will help you understand how this financial decision could impact your current / future life.