WealthManager

Lifetime Cashflow Modelling

 
Lifetime cashflow modelling is aimed at individuals who wish to:
 
*      Become and remain financially well organised.
*      Determine their lifetime goals.
*      Create a lifetime cashflow plan
*      Control their tax liabilities
 
The process will provide you with the following:
 
*      A clear and detailed summary of your financial arrangements.
*      Define your family’s version of the ‘good life’ and begin working on it.
*      Work towards achieving and maintaining financial independence.
*      Ensure adequate provision is made for the financial consequences of the death or disablement of yourself or your partner.
*      Plan to minimise your tax liabilities.
*      Produce an analysis of  your personal expenditure planning assumptions, balancing your cash inflows and your desired cash outflows.
*      Estimate future cashflow on realistic assumptions.
*      Develop an investment strategy for your capital and surplus income in accordance with risk/reward, flexibility and accessibility standards with which you are comfortable.
*      Become aware of the tax issues that are likely to arise on death of yourself and your partner.