What is Cashflow Forecasting?

What is Cashflow forecasting?

Cashflow modelling is a powerful tool for financial planners. It can help to answer questions such as ‘How much will my current income cover my living expenses?’, ‘How much money will I need in retirement?’, and many more.

Financial planning is about more than just saving for the future. It’s about working out your ideal lifestyle, taking into account all of your needs and desires – now and in the future.

We’re here to help you understand your financial situation and offer solutions that fit with your goals.

Whether you’re starting out and need to save for the future, or managing your cashflow and investments, we can help.

Before any cashflow forecasting can take place, you will be asked to provide a range of information including assets, liabilities, pensions and investments and other expenses, via our CC onboarding portal.

Or you can contact us to find out more.