Forecasting your financial future.

A focused cash flow planning service. We help you forecast your financial future, achieve your goals, and prepare for life’s uncertainties.

Cash flow modelling is used by financial planners to illustrate your current financial position relative to your objectives. It can help put plans in place to achieve your financial life goals and answer questions such as ‘do I have enough money?’ and ‘when can I afford to retire?’

What is it used for?

Cash flow modelling can assist in planning and achieving financial objectives by visualising cash flow now and into the future.

It can:

Show if you will have enough money to retire when you would like to

Show if you could achieve your desired lifestyle in retirement

Help to utilise tax allowances

Help to identify any potential surplus or shortfall in cash flow

Plan a number of ‘what if’ scenarios and illustrate how they would impact your goals

Highlight how seemingly minor changes have the potential to change your financial future dramatically

Lifestyle Financial Plan

Predicting the future

1

Your now

First Stage in the process
will be to understand all aspects of your financial life

2

Your goals

We then look at your financial milestones, goals and aspirations.

3

System

All the information is now in the system. We then guided the system to provide us with our map.

  • Standard Scenario
  • Bespoke Scenario
  • What If Scenario

4

Lifestyle plan

Agree on the best option, and your bespoke plan is produced.

*Lifestyle Financial planning and modelling is not suitable for everyone. Its an in-depth process and requires absolute transparency of every aspect of one’s financial life for it to be effective. Talk to your advisor for more details.

Planning for the Unexpected

You can run through many scenarios to see how they affect your finances.

For example:

Can you bring your retirement forward?

Changes in the expected return on your investments or simulating a fall in the market

What if you fell Ill and were unable to work?

Request a call back

If you would like to talk with one of our advisers at a time that is convenient to you, just fill in this short form.

What our clients say about us

  • “Forensic Finance has transformed my approach to Lifestyle Financial Planning. They’ve helped me craft a flexible, forward-thinking plan that suits my personal goals, allowing me to enjoy my expat life in Australia with confidence and financial peace of mind.”

    Felix Harrington

    • Australia

    • Verified review

  • “Forensic Finance has been a game-changer for my savings strategy. Their thorough analysis and expert advice have helped me maximize my returns while keeping my savings secure. Highly recommended for expats looking to grow their wealth.”

    Sarah Thompson

    • Philippines

    • Verified review

  • “Forensic Finance has truly impressed me with their investment management services. They’ve helped optimize my portfolio, reducing costs and increasing growth, all while providing exceptional guidance tailored to my needs as an expat.”

    Jonathan Harris

    • Thailand

    • Verified review