Cashflow Modelling

At ad+ financial we recognise that the most important thing, either as a business owner or as an individual is to ensure that we have enough income to last for our own requirements and needs, or that of our families and loved ones.

Cashflow Modelling

At ad+ financial we recognise that the most important thing, either as a business owner or as an individual is to ensure that we have enough income to last for our own requirements and needs, or that of our families and loved ones.

“The Greatest Fear is the Fear of the Unknown”

Jonathan Lockwood Huie

It is for this reason in particular that at ad+ financial we take the guesswork out of what is required to meet your needs, and also to identify what we require to do to facilitate achieving your goals and requirements.

As part of our in depth discussions, we recommend completing and taking you through a Cashflow Modelling exercise utilising our award winning software which helps us to analyse both your current and future situations and requirements.

Cashflow Planning is an integral part of our Wealth Management Programme. It enables us to create a robust and personalised financial plan, determine how life and financial decisions may affect your wealth over your lifetime and assist us in agreeing your goals and objectives.

By examining your current assets and the anticipated growth, taking into account the effects of inflation in addition factoring in your spending requirements and any changes that may be anticipated in the future, we can establish how long your assets will be able to maintain your chosen lifestyle in the future.

This enables us to establish what actions if any that you need to take to address any shortfalls or perhaps restructure your current portfolio to achieve a better solution. In addition, taking the worry of the unknown away and providing peace of mind and re-assurance but more importantly allowing you to find the solutions to your needs for the future.