Case Studies

Planning Case Studies

The following case studies can be accessed on each calculator’s information page, or by clicking on their link below.

Retirement Cashflow planner

Client wants to know whether their current assets provide & maintain a sufficient ‘income’ in retirement; Cashflow-CS

Income & Expenditure

Client wants to ensure their income will always exceed their expenditure; IncExp-CS

 

Goals

Client wants to fund so that particular goals and/or objectives are met; Goals-CS

 

Retirement wrappers

Client has different investment wrappers to provide a tax efficient ‘income’ in retirement; Ret Wrap-CS

 

Cost of Delay

Client is unsure whether they should start saving/investing now or later; Delay-CS

 

Education

Client is looking to fund (grand) children education; Education-CS

 

 

 

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