Financial Forecaster

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Would you like to see into your (financial) future and gain financial freedom?

The financial forecaster shows you what the impact of your financial steps will be—before you take them.  It can answer questions like: 

• Do you have enough set aside to retire?
• When can you retire?
• How long will your money last when you retire?
• Will you get the Age pension?
• If you sell your investment property, will you be able to put some money in your superannuation?
• How do you pay off your debt when you retire?

The results will help you to make informed decisions. It will show you how your cash, superannuation, investment property, shares and other asset balances may vary over time, depending on what you decide to do.

It will also help you to see whether your decisions are likely to save (or cost) you money, and what you will really spend in retirement. 

This can be a pleasant surprise to some people and a bit of a wake-up call for others. For everyone, it’s a chance to find out now what they need to do to prepare for a sound financial future. 

Most of our clients do a financial forecast every year to help them stay on track. It means they can make decisions today, knowing what the implications are for tomorrow. 

Your financial forecaster is completed for you, using the data you have provided and maps out the financial implications of the scenario you have explained. 

The forecaster predicts the following over the next 15 years:

• your income and expenses
• whether or not you will have a surplus or deficit each year in your cash flow
• your superannuation balances
• your account-based pension balances
• when you may receive the age pension and how much.

In addition, we’ll give you a document listing your assets, liabilities, income and expenses. 

You have at your fingertips information that will help you to decide if what you are planning gives you the results you expected. You can see your potential financial future and if you don't like it you have the power to change it!

Contact us to find out more.