Creating better plans
With the country’s market leading Cashflow Modeller, we are able to create powerful and engaging lifetime cashflow plans which will bring our client’s financial situation to life.
Stress testing
We are able to stress test our client’s cashflow forecasts to help them prepare for market peaks and troughs.
Monte Carlo
By using the Monte Carlo software we are able to run stochastic simulations to help determine the likelihood of a pot staying above a certain threshold.
In layman’s terms, the cash flow simulations show clients the likelihood of achieving their goals over a given term, helping to answer questions such as, can I afford to retire now, if not now then when, and will I run out of money?
