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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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Future Forecast Planning Tool

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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Risk warning: Your Future Forecast is based on several assumptions including your financial position; investment returns and inflation. Forecasts are, therefore, subject to risks and uncertainties that could cause actual results to differ materially from the assumptions and represent only one of many possible outcomes. Past performance of investments is no guarantee of future returns. Investment involves risk and you could get back less than your original investment.

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