Retirement forecasting
Retirement forecasting
Managing your finances isn’t just about savings for a rainy day; it’s about having a secure financial future while living well now. With our cash flow modelling service, you’ll gain a clear understanding of your future financial position, empowering you to make informed decisions today.
Understanding your cash flow is crucial. It allows you to make decisions that positively impact your finances with confidence. With the power of cash flow forecasts – we help you understand the critical questions. “When can I afford to retire?” and “Will I be OK?”
Key Features
Helping you reach your goals
With our visual timeline, we'll be able to map out and determine how you can achieve your financial and personal goals.
Improve understanding and engagement
Striking the perfect balance between simplicity and complexity, we create powerful and easy to understand reports for your engagement.
Prepare for 'what if' scenarios
Stress testing your financial plan by simulating stock market downturns or changes in expected returns and inflation.
Get Started
Take the first step towards a financially secure retirement. Contact us today for a free, no-obligation consultation with one of our pension specialists.
FAQ
How can cashflow modelling help with retirement planning?
Cash flow modelling can project your financial needs during retirement, helping you understand how much you need to save and invest to achieve your retirement goals. It considers various factors such as life expectancy, inflation, and potential healthcare costs.
How often should I update my cashflow model?
As a rule of thumb, updating your cash flow model annually or when significant life changes occur, such as a new job, marriage, or a major purchase is good.
How accurate is cashflow modelling?
While it can’t predict the future, a well-crafted cash flow model based on accurate and current data can offer a reliable snapshot of your financial future. However, it is heavily reliant upon the data input.