Cash Flow Modelling

What Does ‘Cash Flow Modelling’ Mean?

Cash flow modelling gives you the opportunity to see where you are now and where you would hope to be years from now. It provides a breakdown of your income and expenditure along with your assets and debts and plots these onto a map to show where you are heading. Obviously the model will need regular updating to take account of changes to the information that is input usually caused by changes in your personal circumstances.

It helps to show what is required in order to achieve objectives. Over the longer term it helps with decisions about how much to save over what period of time in order to achieve an objective, taking into account various rates of return.

It is ideally suited to people who want to organise their finances in such a way that they can clearly identify their goals, plan for the future and avoid paying unnecessary amounts of tax.

Submit an Enquiry

If you would like to further discuss your current requirements with our team, why not get in touch with us by giving us a call. Alternatively, you can complete the contact form below with your enquiry regarding our services, and we will get back to you as soon as possible.




Examples of how cashflow modelling helps

  1. It produces a clear breakdown of all your finances
  2. It shows you how to work towards your financial objectives
  3. It helps you achieve and sustain a level of financial security
  4. It helps you plan for the unthinkable such as death or disability
  5. It helps to minimise tax liability
  6. It analyses expenditure against income thereby reducing surprises
  7. It gives you a realistic basis for planning for the future
  8. It gives you an insight into risk regarding what you can and can’t afford to lose when investing
  9. It makes you think seriously about what you really need to save to live on in retirement
  10. It helps you mitigate taxes on death