Adam El Barnossi Iveson

What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

As a dedicated financial planner, my main objective lies in empowering clients to realize their financial aspirations. With a steadfast devotion to their success, I employ a personalized approach to navigate the complexities of financial planning. My ambition is not just to meet expectations, but to exceed them, striving for excellence in every facet of my professional journey.

Outside the office, I cherish the moments spent with family, which serve as the cornerstone of my personal life. Travelling, especially to the culturally rich landscapes of Japan, provides me with a broader perspective that enriches my professional acumen. Additionally, I find solace and inspiration in the world of cinema, which complements my passion for exploration and storytelling.

This blend of professional dedication and personal interests shapes my holistic approach to life and work, where each client's goal becomes a shared journey towards financial success.