FINANCIAL FORECASTING – WEST SUSSEX, SURREY & BEYOND
We help people who want to live the lifestyle they desire as soon as possible. Working with clients in West Sussex, Surrey and beyond, we use advanced financial forecasting software to assess your current wealth, forecast how this might change in the future, and then determine what you need to get you to your end goal as quickly and simply as possible.
We take an honest look at your finances, considering both income and expenditure to demonstrate visually how your wealth may be impacted in the future. Using highly-advanced life planning and financial forecasting software, we calculate how your financial situation may be impacted by factors such as growth, inflation and interest rates.
Then we generate multiple cashflow scenarios around probable life events, as well as those events you would like to happen – travelling around the world, for example.
Once we have all this information we are in a position to forecast when you are likely to be able to do the things you would like to, and if there’s a shortfall, we develop a plan to counteract it.
There are no limits to what you can do. It’s your life and we just want to help you enjoy it. Our role as lifestyle financial planners is not to advise you on how to live your life, but to answer the big questions that lead to you having the financial freedom to live it the way you want.
How much money do I really need?
When can I afford to retire?
Can I still live the lifestyle I want if I help my children financially?
How much investment risk do I have to accept to be able to live the life I dream of?
Is there a risk that I might run out of money?
Supported by advanced life planning software that analyses how key lifestyle markers will impact your finances, we can project cashflow forecasts long into the future to produce a range of possible financial scenarios you may face, then help develop a plan to prepare for them.