Cashflow Planning
What is cashflow planning? from CashCalc
We believe that Financial Planning shouldn’t revolve around ‘products’ such as ISA’s or pensions, but should be about you, and what you want to achieve in life, whether that be financial independence, early retirement, or looking after your family.
CashCalc allows your adviser to create detailed cashflow plans in order to visually map out your financial future. Outputs are refreshingly straightforward and easy to understand, and can be adjusted to show ‘what if’ scenarios.
These reports can then be updated and discussed at subsequent reviews to ensure that you are always on track to meet your financial goals.
Please speak to your financial adviser if you would like to find out more.
Alternatively, you can register for our brand new, secure client portal, which allows for secure messaging and exchange of documents between our clients and their adviser.
To find out more, watch the video below….
To register for our secure portal, click here.
What our clients say about us