Compass FinPlan360
We believe that every every financial recommendation & solution that we provide to our clients, and each financial decision our clients make, has a knock-on, trickle down impact into another area of Personal Financial Planning. .
Our proprietary Compass FinPlan360 Solution is a comprehensive, end-to-end financial planning Engagement & Report that will cover all areas of Financial Planning and give you peace of mind for your financial roadmap ahead.
Cashflow Planning
We map out our clients’ lives until age 90, by default. The Financial Planning software we use enables us to forecast the future cashflow surplus or deficit, and view the impact that this will have on the Capital Position.
We can input ‘What-If Scenarios’ for certain events, such as gifting assets to the next generation, the cost of nursing home costs, down-sizing etc.
Our 8 Pillars
We believe that there are 8 separate yet highly inter-related modules when it comes to Personal Financial Planning. Each of these 8 areas is highly inter-dependent on at least one other area.
Our Compass FinPlan360 report will cover all of these 8 areas, albeit with certain sections being more focused on, depending on the clients’ unique circumstances.
