Cashflow modelling involves creating a financial plan tailored to your individual plans and circumstances, which helps you to develop a clear vision of your financial future. We use state of the art software which helps us to create a bespoke model for every client. This can take into account various different scenarios, to help you to understand how various chosen courses of action or unexpected situations can make a difference to your goals.

  • Can I afford to retire early?
  • Impact of gifting to children on my future plans?
  • What growth do I need on my portfolio to achieve my goals?
  • What impact will major planned spending have in the long term?
  • Do we have a secure financial future?