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Cashflow Modelling

If you would like to feel more secure about your financial future, cashflow modelling can help you to understand how your current and predicted income, expenditure and assets may affect your financial horizon. By considering your personal and financial situation, cashflow modelling creates a visual, long-term projection of your finances to help put you firmly in control of your future.

Secure your financial future

After establishing what your general financial situation should look like in the future, Rosewood’s expert advisors can analyse this data to explore how specific scenarios might affect your financial position. By considering the financial impact of different scenarios, Rosewood can recommend any additional steps to help secure your financial future.

Ensure your financial freedom

Whether you’re contemplating retiring early, would like to understand how a potential divorce may impact your finances, or are simply interested in your projected finances, cashflow modelling will help ensure you have the financial freedom to afford the things that matter most to you.

Curious about the future of your finances?
Contact Rosewood today.

F.A.Q.s

Frequently asked questions

What are the benefits of cashflow modelling?

Cashflow modelling can help you to forecast your financial future. This can help you to make sound, confident financial decisions based on the cashflow modelling projections about your future financial situation.

How reliable is cashflow modelling?

Cashflow modelling makes informed assumptions based on your current and predicted income, expenditure, assets and wider circumstances. Whilst a professional financial planner will analyse this data with you and discuss what this might mean for your future, it is important to remember that this is purely speculative. The cashflow modelling outcomes are based on your current situation and how it is expected to change over time. If your circumstances change, this may affect the reliability of your cashflow model and therefore it is important to review your model with a financial advisor to make any adjustments.

How can cashflow modelling help me to plan for the unexpected?

To prepare for unexpected times, having a pre-prepared cashflow model to refer to can help you to feel more confident during the peaks and troughs of life. Working through various hypothetical scenarios such as divorce, bereavement and unplanned medical bills, cashflow modelling will help you to predict your financial situation and identify any necessary adjustments to secure your financial future.

Feel supported when life takes you on unexpected journeys

With Rosewood Wealth Management’s continued support, you can take back control of your finances and prepare to make sound financial decisions throughout changing times.

Life TransitionsGet in touch