Will you live longer than your cash?
Realistic goals are an important part of the planning process.
We are able to look at your requirements when you are working and when retired and establish how much money you will need when you get there.
If you are already in retirement, we need to ensure that your income and savings are able to meet the demands of your spending habits. By using cash flow analysis tools, we are able to construct realistic investment returns to ensure that your ambitions are met with no over-reliance on unrealistic investment returns or strain on major assets.