Cashflow Forecasting & Finance
Your financial freedom could
be closer than you think
Whatever stage of life you are at, going through our tried and tested cashflow
forecasting process means that you have all the facts in front of you for effective
And that means that your journey to developing your property investment
portfolio is only a step away
Our Simple Process to Success
Whether you are interested in starting your property investment business or want all the facts in front of you to help you plan your financial future, our process is simple, detailed, and effective.
Getting to know you:
Advice and explanation:
Personalised financial plan:
Managing your Assets
Managing assets like your property investment portfolio and pension pots and fully understanding your level of financial security can be complex and daunting. We understand that and we look in detail at your assets through our cashflow forecasting process by producing a consolidated balance sheet that lays out in detail what your assets are, and their value. From there we are able to look at different scenarios based on your needs, economic conditions and asking the “what if” questions. That means that you can plan and manage your assets more effectively.
Your Income and Expenditure
Everyone has pressures on their income, and sometimes expenditure is difficult to predict if something goes wrong. During our cashflow forecasting process, we take an in-depth look at your income and expenditure. We strive to establish whether you are on target to achieve your aims and objectives and the time required to do this.
Lifetime cash flow may give you the ability to retire early, sell a business, divorce with financial confidence, change career, and generally feel more satisfied financially.
We start with a base plan and a consolidated balance sheet (what you own and owe) and cash flow statement (what you earn and spend). This represents the ‘here and now’ of your planning. For clients with a range of assets, the cash flow forecast presents a summary of these, together with your financial position, in one place.
Once our detailed analysis has been completed we can model all manner of scenarios, both planned and unplanned. Our cashflow forecasting will give you a greater level of financial control. You will have an in-depth understanding of your finances, and the potential to achieve your goals sooner.
Frequently Asked Questions
Some of the questions that our cashflow forecasting process answers are: