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Lifestyle Cashflow Planning*
Why are you working? Where will you be in 5 years, 10 years, 20 year’s time and longer?
Lifestyle cashflow planning takes you through the whole of your life from a cashflow perspective. It is about ensuring you can do the things you want, when you want. It is about creating a framework within which you can make financial decisions and understand their impact not just today and tomorrow but in 5, 10 or 30 year’s time.
The cashflow plan is yours – with our guidance and advice it is about creating a path that you want to take. It is designed to achieve three key goals:
1) Give you clarity around where you currently are and where you are headed
2) Increase the certainty of achieving your goals
3) Give you more control over the financial direction of your life
We explore questions such as:
-- What is your desired pre and post retirement income? How much could you spend in the early years of retirement if you’d like a bit more while you’re active and healthy?
-- Will you be upgrading your home or downsizing? Do you need to plan for renovations in 5 year’s time?
-- Is owning a holiday home in your plans?
-- When will your home be paid off?
-- Would you like to be able to take a regular overseas holiday?
-- Do we need to factor in the future cost of private education or some capital to assist your adult children?
-- What lifestyle do you want?
The plan answers these questions and more – it also helps you see what actions you can choose to take now to create a better future for you and your family.
* Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
