A Guide to Cash Flow Lifetime Planning (MAR 2020)


Cash flow lifetime planning is the evaluation of current cash inflows and outflows coupled with future income & capital requirements during your pre/post retirement life. This exercise of plotting your income, expenditure, assets & liabilities together with your lifetime goals creates an amazing foundation to build upon your aspirations because it provides you with a roadmap for your future financial security, since it identifies areas with shortfalls and risks. 

The results of the what-if scenarios are an eye-opening exercise that enable you to identify, strengths & weaknesses in your present and later life. Cash flow planning helps answer fundamental questions, such as will my savings last a lifetime? can i retire early?, what if I live too long? What investment return do I need to support my retirement lifestyle? and so on.

To read the full guide click on the link below:

A GUIDE TO CASH FLOW LIFETIME PLANNING.pdf



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