Ensuring you’re going to be financially OK

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December 21, 2018
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April 5, 2019

Ensuring you’re going to be financially OK

Will I be OK financially, will I have enough to maintain my desired lifestyle? They’re common questions and the problem is there’s so much conflicting information in the media. Who can you trust when it comes to working out if you’re going to be financially OK?

We have the answer. Our lifelong cashflow modelling software, known as CALM (Cashflow Asset Liability Modelling), can show you what your future looks like under varying assumptions. Introduced into our Financial Planning practice two years ago, the feedback from clients has been overwhelmingly positive. That’s because CALM enables us to show you the interaction between income generated and spending and what these do to your assets and liabilities over time.

With the help of CALM, we can give you a clear picture of where you’re headed and what adjustments can be made to improve your financial health. Perhaps you might need to rein in some spending or make changes to your investment strategy. Perhaps you can afford to take that overseas holiday, buy a boat, help the kids with a home deposit or take time off to look after elderly parents. If you’re nearing retirement, you can see if you can afford to do it now or possibly ease your way there. CALM works effectively at any age.

CALM is an important tool in helping us to determine whether you’re going to be financially OK and whether you’re on track to achieving your goals and ambitions. To find out where you sit on the “am I financially OK” scale, contact us on (03) 9896 5100.