Identify your destination, navigate your path, and shape your future.
We believe a robust financial strategy is key to building and sustaining your ideal lifestyle. This strategy forms the basis of all future financial decisions and like life, it will change, but the framework enables you to make confident decisions with your money now and in the future.
Understand quickly and accurately short and long-term implications of any investment or financial decision you need to make. Allowing you to make confident decisions with your money.
Know a realistic timeline of when you can achieve your different goals.
See the effect of key decisions and their alternatives, such as paying off your mortgage or investing to generate lifestyle income.
Understand your cash inflows and cash outflows each year, considering future goals and projected expenses.
Understand key outcomes from prospective investment options, such as Shares or Property and how these will impact your financial position over time.
See the projected value of your assets each year as well as the income they will generate. Helping you to understand and plan your future lifestyle.
Show you the impact of your superannuation contributions and how super will benefit you in retirement.
It is flexible, so you can modify the model at any time to account for changing circumstances or financial decisions that need to be made.
Through regular review and tracking it will keep you accountable to your goals.