Create a picture of your financial life, your income and outgoings
View your financial projections
Adjust your assumptions to suit your life goals
It's simply an ongoing process of collating your financial circumstances, goals and objectives, now and in the future, so that you can make informed decisions to achieve what's possible, no matter what happens for you and your family.
It's the very heart of financial planning. It takes all the detailed assumptions for what you earn, spend, own, and owe now and in the future, including your short and long terms goals and dreams, and shows you in a simple chart whether you're on track or not, no matter what happens. It projects different outcomes when the assumptions are tweaked.
They're trusted and qualified professionals with in-depth knowledge, skills and experience to really understand and guide you throughout your lifetime.
They'll get to know you and analyse your situation with cashflow modelling. They'll listen and challenge you. They'll take into account factors like tax, regulations and risk. They'll stress test any projections with you and then research and help you implement any agreed recommendations. Then, they'll monitor and meet with you at least anually to review your financial plan and keep you on track.
Future Planning are experienced independent financial planners and experts in helping people achieve their goals sooner to enjoy a more fulfilling future. We help to remove uncertainty and worries, providing clients with clarity and options on how to achieve their desired lifestyle. With over 50 years' combined experience in helping clients achieve their dreams, we are friendly, honest, approachable and passionate about helping people no matter their situation. Whether you are a business owner, employed, retired or other, we are happy to help.