Knowing your client is first and foremost to any financial plan. We will gain insight into your personal circumstances, and make tailored recommendations based on your ideals and goals, ensuring that you are at the centre of all decisions.
Lifetime cash flow planning the process of assessing current and forecasted wealth to build a picture of finances now and in the future.
Its purpose is to help enable you to become and remain financially organised, determine your lifetime goals, and control tax liabilities, as all your financial information including income, expenditure and debts are consolidated in one place for review.
We collect information on your income, assets, pensions, spending, and future goals.
We will create a visual forecast of your financial future.
We model “what if” scenarios such as retiring early, downsizing your home, helping children financially and many other life scenarios.
You will be able to gain clarity and peace of mind knowing your choices are guided by a clear financial picture that you can live the life you want to without the fear that you are going to run out of money in your lifetime.
Financial advice which puts your financial needs first
Lanyon Financial Planning