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Know and control your income and expenditure now and into the future

Cash flow modeling is one of the ways we are able to help clients make more sense of their actual and potential incomes. A careful analysis of money inflows and outflows helps to plan savings, make good possible shortfalls, mitigate tax and gain the comfort in knowing there should be no surprises. In particular we…

Agree

The assumptions used; income rises, inflation, growth on savings, desired future income.
Time frames; children’s education, early retirement, retirement and later life care.

What is included

Current income, early retirement, retirement and later life.
Notable events, educational, weddings etc
The position in later life and life expectancy

Risk priorities

Insurance requirements in terms of capital and income
Managing debt

A careful analysis of this information helps us determine whether a client’s income and assets are working efficiently.