How much do you need to retire without worry? How much you can spend now without compromising your future? And what is your attitude to financial risk? Our process is completely transparent, and we keep you involved every step of the way.
Once we know your expectations and ambitions, we move on to the forecasting. Using advanced cash-flow software, we analyse your existing finances and create a clear picture of what might happen over time. Then, we test this projection against your life goals to see if you’re on route to financial fulfilment.