Cashflow modelling can help answer big questions about a client’s finances and create a financial roadmap to help them get a better idea of what they can and cannot do with their money.
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Neil gives us an example of using cashflow modelling by demonstrating a real scenario.
Neil’s clients enjoy retirement. They bought a holiday home, go on great holidays and enjoy nice cars. But, as they get older, what does their wealth mean to them and their family?
They decided they wanted to make substantial financial gifts to their two children in the near future, but needed to understand the impact of this on their own lives.
Though no one can predict the future, cashflow modelling can make sensible assumptions based on your current situation, future plans and what could happen – good or bad.
Neil shows how we do this using our specialist software – it helps to provide clients with clarity of their options so they can make informed decisions about their finances.
We look at as many ‘what ifs’ as possible so clients can see how their financial future would look in different circumstances.
A lot of pleasure comes out of cashflow modelling. People can see how much they can comfortably gift to their family, and then get the family involved which is always exciting. It’s great to see how this kind of forecasting can help them plan their lives. If you’re unsure about how your finances could affect your future, cashflow modelling could really help.
If after listening to our speakers you think cashflow modelling could help you, or have any questions about the topic, we offer free initial consultations where you can speak to an adviser about your queries.
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