Duncan Lawrie Online ▼

Posted on: 27 May 2016

As we go through life, we want to make sure that we have enough money in later years – to fund a comfortable retirement, provide care support if we need it, and of course do all of the things that we promised ourselves we would do as we get older and have time on our hands.

But are our expectations realistic? Will we be able to achieve our ambitions and realise our dreams with the money we have?

To help answer these questions, a useful tool often used by financial planners is cash flow analysis, which can help to answer how realistic and achievable your objectives are.

To illustrate the impact of cash flow planning and proper financial planning, we have provided a real-life client example. Click on the link below to read the full story.

Cash Flow Planning         

All data has been compiled by Duncan Lawrie from sources believed to be reliable. Full details of sources are available on request.

The comments and figures in this document are generally applicable but you should always take specific advice to suit your individual circumstances before taking any action. Errors and omissions excepted.

The value of investments and income generated may fall as well as rise, and investors may not get back the amount invested. Past performance is not a reliable indicator of future results.