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Gain Clarity
Long-Term Cash Flow & Wealth Forecasting
You will gain clarity on your future with detailed monthly and annual, long-term projections of your income, expenses, investments and fixed assets (properties, motor vehicles, etc.) and net worth. Our personalised long-term forecasts will unveil how your current and future decisions will shape your retirement.
build resilience
Sensitivity Analyses
Uncertainty is a natural part of life and change is a certainty. We perform sensitivity analyses, relating to how changes in income, expenses, lifestyles, inflation rates, economic factors and market conditions affect your retirement plan. We will suggest strategies to build resilience into your plan to counter these threats.
Mitigate Risk
Risk Assessments
Any financial journey comes with risk. We identify potential vulnerabilities in your plan and offer strategies to mitigate them. Whether it’s market volatility, inadequate diversity in assets and investments, future healthcare costs, inadequate insurance or unforeseen life events, we highlight them to help you manage these risks to ensure a more secure future.
Your Legacy
Estate Review and Calculation
With this detailed financial forecast, you can also review your last will, ensuring your estate aligns with your long-term financial goals and your plans relating to your legacy. We can calculate your estate value and beneficiary payouts at any stage of your retirement, helping you stay informed about the legacy you will leave at various points in your life.
Our Process
A Structured Approach to our Process
• We meet and discuss your current retirement status, your future plans and aspirations, concerns and the benefits of the service.
• If you decide to proceed, we discuss and agree on a fee.
• We agree on the forecast period.
• We collate information relating to your current financial profile (fixed assets, investments, income and expenditure) and your plans and goals to retirement and during retirement.
• We analyse this data and develop assumptions, based on historical performances, regarding the future.
• We then process all this information and generate the financial forecasts.
• We produce a detailed report relating to all financial matters covering the forecast period.
• We meet and discuss the report and update it with changes, if required.
• We can thereafter meet at intervals to review how your actual financials are performing against the detailed forecasts, discuss changes to your plans and goals and/or update the financial forecasts and plans, if necessary.
Get in Touch!
Start Today for a Worry-Free Tomorrow
Retirement should be about enjoying life, not worrying about finances. Contact us and take the first step toward financial security.
