Financial Strategies

Our personalised financial reports illustrate your financial lifestyle and can help you shape your thinking about your planning needs.

There are several reports which we can provide.

  1. Financial Statements
    What is your financial situation today? If everything goes as planned, what will it be like in a few years?
  2. Cash flow analysis – Funding your lifestyle
    This analysis of the cash flow process illustrates your needs between now and retirement
  3. Survivor’s Lifestyle
    It’s hard for most people to even imagine the death of a loved one. However, examining the effects of death is an important step in determining both your current and future financial situations. In order to illustrate how your finances might satisfy the lifestyle needs of the survivors, this report considers the possible effects of each of
    your deaths on cash flow.
  4. Disability
    Examining the effects of disability is an important step in determining both your current and future financial situations. This report shows how your cash flow would be affected if one of you become disabled today. It illustrates how your finances might work to satisfy your lifestyle needs
  5. Retirement Analysis
    Will you outlive your retirement income?

To view a sample report, click here.

What happens when you purchase a report?

We will contact you to arrange a meeting where we can collect the data we require.

Alternatively we can send you forms to complete and return to us.

We send you a report and invite you to a meeting to discuss its contents. You are under no obligation to attend.