Fraser Alexander

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.

Receiving financial advice should be an informative and inspirational process, providing reassurance that your objectives have been heard and are understood. I allow my clients the opportunity to focus on the things that are important to them, by giving them the peace of mind that they feel part of a team and are supported, by having have a comprehensive plan in place to achieve their financial aims, a service my clients find invaluable.

I specialise in helping families and individuals optimise their financial wealth through a range of advice areas and I am committed to providing a quality ongoing service, so my clients benefit from continued support and expertise. Whether it's ensuring a comfortable retirement, supporting a child's education or building family wealth, I find this career both fulfilling and dynamic.

I’m flexible and can provide face to face consultations, as well as virtual video calls, to suit my clients schedules. I also enjoy playing semi-professional football, golf and various other sports. I’m an animal lover and a keen movie watcher. “Good will Hunting” and “Interstellar” are my top two!