Cashflow Forecasts

Our lifetime cashflow forecasts are carried out using CashCalc modelling tools. Our expertise in this area include the following:

• Pre and post advice cashflow forecasts to demonstrate the value of your advice.
• Multiple stress-test scenarios to illustrate the impact of not just market events but also life events. This is also a great way to test the client’s capacity to bear losses.
• Stochastic modelling to identify the likelihood of a particular event e.g. the client running out of money.
• Producing a standalone document which analyses the output of the forecasts in a client friendly manner by incorporating key data in a visual manner, rather than what can sometimes be a very long report.