CALCULATE YOUR WEALTH POT

WE CALCULATE THE SIZE OF THE ‘WEALTH POT’ NEEDED TO AQUIRE YOUR GOALS.

By constructing a cash flow we can see how much you’ll need to save per month and when these goals can be realised. Don’t be discouraged if the amount is overwhelming.

The important thing is to have a set of tangible financial goals to work towards. We can review your progress, and together we can continue to refine your plan. If you aren’t meeting your goals, we will urge you to revisit your lifestyle costs to see if there are any areas where you can cut expenses in order to free up money for savings.