Creating a balance in life is important and core to this is knowing how to achieve your financial goals. With every financial corner you turn itâs important to ârun through the numbersâ, which will help you make the right financial decisions.
Cash flow planning is vital if financial goals are to be achieved. Itâs important to be specific; for example, itâs not enough to say âI want to have enough to retire comfortably,â you need to think realistically about how much you will need. The more specific you are, the easier it will be to come up with a plan to achieve your goal.
As we all know reaching financial goals wonât simply happen on its own and requires careful planning. The good news is that with our cash flow modelling tool, meeting your financial goals can be stress-free.
Our lifetime cashflow modelling is aimed at individuals who wish to:
⢠Become and remain financially well organised.
⢠Determine lifetime goals.
⢠Create a lifetime cashflow plan
⢠Control tax liabilities
Our Lifetime Cash Flow Plan will enable you to:
⢠Produce clear and detailed summary of your financial arrangements.
⢠Define your familyâs version of the âgood lifeâ and begin working towards it.
⢠Work towards achieving and maintaining financial independence.
⢠Ensure adequate provision is made for the financial consequences of the death or
disablement of yourself or your partner.
⢠Plan to minimise your tax liabilities.
⢠Produce an analysis of your personal expenditure planning assumptions, balancing
your cash inflows and your desired cash outflows.
⢠Estimate future cashflow on realistic assumptions.
⢠Develop an investment strategy for your capital and surplus income in accordance
with risk/reward, flexibility and accessibility standards with which you are
comfortable.
⢠Become aware of the tax issues that are likely to arise on the death of yourself and
your partner.
Cash Flow Modelling is just one of the financial planning tools we use. To find out further information, contact us and we will be happy to help.
