To enhance our client’s financial and retirement planning, we utilise cashflow modelling by assessing our clients current and forecasted wealth. 

We find this service allows our clients to see their finances ‘brought to life’ so they can glean a 360 view into their current and future financial forecast with more clarity. 

This service has become an essential part of the Wood & Associates advice process as it allows us to create bespoke reports with each client who wishes to utilise this service alongside their retirement and family succession planning.