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Cashflow Wizard

Personal Wealth

Don’t run out of money in retirement

At Panoramic Wealth Management we use state-of-the-art modelling tools to help you to better understand your financial landscape and the journey you are about to take. 

From information you provide about current expenditure The Truth™ Financial Planning software illustrates how much money you will have (or not have], and when you may run out of money in retirement from predicted expenditure. Therefore allowing to you to understand your own position and plan in advance in ensure you enjoy your future journey.  

In our experience people tend to underestimate their expenditure – SOME BY A LONG WAY! 

Our job is to look to make sure you don’t run out of money in retirement.        

To view screen visuals and find out more information on the Cashflow Wizard please download the pdf below.

To learn more about how Panoramic Wealth Management can help you complete your Personal Wealth journey contact us now on 01892 559 555.