Ever asked yourself one or more of the following questions?
- When will I be able to retire and how much will my pension income be?
- I want to move to Southern France once I retire; would I have the sufficient resources to follow this dream?
- Would I be able to lower my tax burden?
- Am I able to lower the inheritance tax payable on my estate?
- Would I be able to restructure my debt?
- Are my current investments sufficient to meet future objectives?
Based on your situation and financial resources we build a customised plan which offers answers to the questions that currently pop up in your financial situation. Our team of experts will analyse your current estate and cash flows. We set up an accurate scenario in which we model your future cash flow and incorporate any life events in the overall model.
We can factor in a range of possible scenarios that you are likely to face over the coming years. We can then see if your current situation is strong enough to withstand the (un)-wanted scenarios and events. Our graphical reports can identify specific years of potential shortfalls and will reflect life events in the overall model and their respective financial implications.