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Feel confident about your ideal future

We all know that planning for the future is vital in order to achieve future goals and ambitions, and negotiate the financial hurdles that will inevitably arise throughout life. However, not all of us have the time to devise and execute an ongoing financial forecast, with all the complexities that can entail. 

Lifetime cashflow modelling with AES is a chance to pause, take stock, and evaluate your current financial position, helping you identify what's important in the short, medium and long term.

Our approach

Lifetime cashflow modelling offers you an in-depth financial projection that will help keep your future on track.

Our financial planners walk you through your lifetime projected finance, altering inputs and assumptions to adapt to life's uncertainties.

This is more than just numbers on a spreadsheet – it's about bringing your finances to life through the interactive and graphical nature of modelling. This way, you can visualise and achieve your ideal future.

During this exercise we consider:

  • Financial goals
  • Career ambitions
  • Children
  • School fees planning
  • Retirement planning
  • Marriage
  • Divorce
  • The provision of care
  • The impact of premature serious illness or death
  • Estate Planning
  • Gifting – and how to do so with sustainability in mind
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Our expertise

Your future is more than just finances, it's about the life you want to lead.

The focus is therefore on developing a long-term strategy to assist you with achieving your unique personal financial goals.

Our Financial Planning teams are expert, personable and highly qualified. The majority are Chartered Financial Planners, many of whom also hold other internationally recognised advanced financial planning qualifications.

Answering questions like:

  • How much is enough?
  • Am I on track?
  • Can I do this?
  • Is my family protected?
  • When can I afford to retire?
  • What investment return do I need to meet my objectives?
  • What happens to my family if I am unable to work or I die?
  • How much inheritance tax is payable on my estate?
  • Can I afford it if my investments don’t perform as well as expected?
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Why use lifetime cashflow modelling?

True financial planning isn’t about products.

Or stock market speculation.

It's about planning, numbers and behaviour.

Cashflow planning puts your life into perspective.

Helping you make sensible and informed decisions.

You’ll get far better results, greater peace of mind, and more security.

Start getting better results in just one phone call

Ready to start the conversation?

We'll call, learn about you and help you decide if we're a good fit. It's that easy.

Get Started