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Future Forecast

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Whether you're saving for retirement, optimising your investments or planning for major expenses, our sophisticated financial planning tool and expert guidance will help your goals become reality. 

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Will I have enough to retire comfortably?

Can I help my children financially without jeopardising my own future?

Will I save enough to pay for university fees?

Can I afford to reduce my working hours?

What happens if my personal circumstances change?

Timeline

What would you like to plan for - and when? 

Goals

What are your key financial objectives and milestones?

Current assessment

What do you currently owe, earn, save and spend?

Influences

How might inflation, investment growth and other factors influence your financial position? 

Stress testing

What happens when we adjust your plan for longevity, investment risk, spending risk and other factors? 

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