ifp 2010 cash flow tools
TRANSCRIPT
Cash Flow Tools
Richard AllumParaplan Plus
www.paraplanplus.com
Cash Flow Tools
Pete Matthew: Jacksons
Alan Dick: Forty Two
Ben Crockford: Anametric
Cash Flow Tools
a market overview and simple solutions
Lifetime planning
Estate planning
Savings strategies
Investment risk
Shortfalls
Getting real
Cash Flow Tools
Data Analysis Report Present Review
Online or
serverTied Client
AccessLive or paper
Cash Flow Tools
Cash Flow Tools
Calculator
Excel
MoneyScope
PlanLab
Dynamic Planner
Voyant
Truth
Certior
£- £20
£40 £60
£80
£100
£120
£140
£160
£180
£200
Calculators
Calculators
Excel
-300,000
-200,000
-100,000
0
100,000
200,000
300,000
400,000
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£ In
vest
men
t C
apit
al
Bob's Age
Excel
Excel
0
50,000
100,000
150,000
200,000
250,000
300,000
61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99
£ In
vest
men
t C
apit
al
Bob's Age
Excel
MoneyScope
MoneyScope
Cash Flow Tools
...tools in action