Certainty of income can be more important than maximising wealth
Do you, like me, keep regular track of what you are earning
and spending? Most of us do – and have a simple system for doing it.
This gives us a picture of our current cashflow situation – how much
we need to cover our essential bills, what to save for things
we want to buy later, and what to put away for our
longer-term future.
However, calculating cashflow way into
the future is a lot harder. Most people put it
off because they haven’t found a fun and
simple way of doing it!
After many months of research and testing we discovered
Truth Cashflow Planning. Regarded as state of the art it replaces
spreadsheets with real engaging and interactive visuals.
It provides a forecast, using agreed assumptions such
as inflation and investment returns,
of what may happen in the future. It’s still very important
to review the cashflow annually but it enables you to visualise
how your financial position changes over time.
This helps you make sound financial decisions regardless of what’s
happening from day to day in the investment markets
It answers the big question – “will there be enough to live the life
we want, not just now but way into the future, without the fear
of ever running out of money?”
This is what some of our clients
have to say
“It was a eureka moment! We asked questions – “What if we did this?”
“What if we wanted to do that?” Immediately the graphics
changed showing the fresh outcome.”
Click for full story
“We were reassured that whatever happens, we would
be financially secure.”
Click for full story
“We could see how the income we wanted was likely
to change during our retirement… We are now clear about
what we wanted to do, what actions to take, when and why.”
Click for full story
Certainty of income can be more important than maximising wealth
Do you, like me, keep regular track of what you are earning and spending? Most of us do – and have a simple system for doing it. This gives us a picture of our current cashflow situation – how much we need to cover our essential bills, what to save for things we want to buy later, and what to put away for our longer-term future.
However, calculating cashflow way into the future is a lot harder. Most people put it off because they haven’t found a fun and simple way of doing it!
After many months of research and testing we discovered Truth Cashflow Planning. Regarded as state of the art it replaces spreadsheets with real engaging and interactive visuals. It provides a forecast, using agreed assumptions such as inflation and investment returns, of what may happen in the future. It’s still very important to review the cashflow annually but it enables you to visualise how your financial position changes over time.
This helps you make sound financial decisions regardless of what’s happening from day to day in the investment markets
It answers the big question – “will there be enough to live the life we want, not just now but way into the future, without the fear of ever running out of money?”
This is what some of our clients have to say
“It was a eureka moment! We asked questions – “What if we did this?” “What if we wanted to do that?” Immediately the graphics changed showing the fresh outcome.” Click for full story
“We were reassured that whatever happens, we would be financially secure.” Click for full story
“We could see how the income we wanted was likely to change during our retirement… We are now clear about what we wanted to do, what actions to take, when and why.” Click for full story
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