Cashflow modelling
Forecast your future finances
We believe you start at the end and work backwards.
You need to establish your goals before you implement a plan to meet them.
We help you to define your goals and track whether you are on course to meet them.
- If you want to understand if your goals are achievable
- If you want to understand the potential consequences of changing your mind
- If you want a better understanding of how your competing objectives impact on each other
… then you need Cashflow Modelling.
Unlike many other Financial Planners we don’t charge a separate fee for this service. We believe Cashflow Modelling is key to your success, so providing you opt for our MGT Invest Plus or MGT Wealth service plan, it is included in your annual fee.
Using intuitive software, we’re able to show not only your current financial circumstances but visualise our recommendations and the impact they may have in the future. We can pinpoint your goals and explore what’s necessary to achieve them, all in a clear and highly collaborative format. Ultimately, it enables us to build a highly bespoke plan designed to set you on the right path.
We will meet with you at least annually to discuss the changes that have taken place in your life, your changing objectives and the changing economic conditions. We will update your Cashflow Plan to determine what impact these changes have had and help you to take the decisions necessary to get you back on track.
If you fail to plan, you plan to fail.
If you would like to take control of your finances and implement a plan to meet your objectives, contact us today to arrange a complementary no obligation appointment to discuss how we might be able to help.
How you benefit…
Visualise your future
We’ll be able to visually demonstrate your future financial situation, building a clear picture of where you are versus where you want to be – and what needs to happen to achieve it.
Explore the possibilities
We can ask ‘what-if?’ questions, like ‘when can I retire?’ or ‘can I afford to take this holiday?’, and by modelling the different scenarios, be able to forecast the financial impact they would have.
Plan for the unexpected
Life is always changing, and sometimes things happen that throw a financial spanner in the works. Cashflow modelling can help us plan and protect against unforeseen circumstances.
Predict the service level you need
By visualising your future financial situation, we can effectively determine the level of service you’ll need from us going forward, be it a light touch or a more in-depth relationship.
Complete the form below and we’ll get in touch to see how we can help you achieve your goals.
Don’t just take our word for it, here our software partner demonstrates the value of cashflow modelling, let us help you take control.
Private client form
Whether you have an existing portfolio that you need to review, your current adviser has let you down, or your surplus cash is not working hard for you, we can help.
Call us today to arrange a complementary, no obligation meeting to discuss your circumstances.
Production