Know your hopes and dreams for the future.
Income and Expenditure analysis, so you see what and where you spend, identifying where your money goes.
Using this Income and Expenditure analysis we form a long term Cashflow forecast, showing you a glimpse of your future.
We take a note of all your assets you own. Your home, retirement savings, investments and other assets you may have. These assets form your Net Worth Analysis.
We also get to know your liabilities, what do you owe?