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LIFETIME FINANCIAL PLANNING & CASH FLOW MODELLING


Life is unpredictable, but careful consideration of a range of ‘what if’ scenarios can help you prepare for anything that life has to offer.

We want to help you plan for and adapt to real life events, before, during and after they happen.

Testing different scenarios helps you understand the impact that key decisions may have on you and your family as you travel through life.

Together, we can develop detailed financial plans and risk profiles for retirement, education, gifting and the tax-efficient transfer of wealth.

Effective lifetime financial planning helps you plan for:

Retirement
Cash flow
Investments
Legacy
Education
Protection
Estate and inheritance taxes

Visualise your financial future: it could transform the way you save, spend and retire.

Part One – Pre-Retirement

This video illustrates the planning needs of a young couple with children as they plan for retirement and other major milestones such as starting a business, their daughter’s wedding and her years at university.

Part Two – Retirement and Beyond

This video shows the changing concerns of this couple as they near retirement.

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