Projections and Modelling

Clients come to you for guidance on how you can improve their financial well-being. They want to see how much better their lives will be if they dealt with you. One way to demonstrate your value is to show them the numbers.

Advice backed by research and financial modelling is an effective way to prove and support your recommendations.

It’s one thing to use words to explain how you can help them reach their goals but it’s more powerful to show them the numbers.

Our stand alone financial modelling service can incorporate the following tables and charts:

  • Cash Flow 
  • Taxation
  • Assets
  • Liabilities
  • Investment valuations
  • Superannuation
  • Retirement incomes

The tables and charts will include a high-level summary of the scenario and assumptions used.

Also included will be two rounds of revisions to tweak the numbers to meet your requirements.

Contact us today to find out how our Projections and Financial Modelling Service can help you.

show them the numbers