Discover how your ‘what if’ scenarios could change your life

Nov 29, 2016 | Tony Byrne's View

Do you dream of retiring early? Maybe buying a holiday home? Or having a round-the- world holiday of a lifetime?

Or perhaps you’d just like to help your children and grandchildren with house deposits or educational fees?

Whatever your financial ‘dreams’, to achieve them you need to understand the impact of your financial decisions and actions… which is where ‘what if’ analysis can help.

‘What-if’ analysis does what it says on the tin. It’s all about forecasting what would happen if you make specific changes to your financial mix. So… what if… you allocate more per month to your pension; change your mortgage payments; even consider a reduction in household income?

Today’s sophisticated financial modelling allows you to explore all your ‘what ifs’; calculating the impact they are likely to have on your finances, both now and well into the future.

The algorithms which drive the results are complex; but the process for users can be surprisingly simple; especially with our Money Forecast™ system: a software-driven service which has been specially developed to help you visualise and review your financial future.

It’s a simple, 5 stage process; it takes no longer than an hour; and you’re guided every step of the way by your personal adviser…

If you’ve already been through the process with us, is it time you updated? Have your ‘what ifs’ changed since then? It’s good to check back regularly.

And if you’ve never considered your ‘what ifs’, then perhaps it’s time you should?

 

  1. We start with your current financial position… because understanding exactly where you are now is essential for building firm financial foundations.

 

  1. Then look at your future financial position… and how that may evolve based on your unique, personal ‘what if’ scenarios.

 

  1. You can check a number of ‘what ifs’… so you can test all your options and assess the expected impact of each course of action.

 

  1. Every scenario will be visualised for you… in a way which is genuinely easy to understand; predicting your financial future all the way to age 100. You get a report of your results too.

 

  1. And your personal adviser will guide you through your options… using your ‘what if’ results to inform our advice and suggestions for your future financial planning.

 

Using Money Forecast™ and ‘what if’ scenarios has changed the lives of many of our clients… not least the one who left our offices, went straight to a car showroom and bought a new car on his way home!

We’re not suggesting you do that (unless it’s right for you!), but what would you like to do?

 

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Stock market linked investments and any income from them, can fall as well as rise and is not guaranteed. Any figures quoted are for illustrative purposes and should not be taken as a forecast or guarantee. Past performance should not be seen as an indication of future returns and clients may get back less than they have invested.

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