ifp 2010 cash flow tools

17
Cash Flow Tools Richard Allum Paraplan Plus www.paraplanplus.com

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Page 1: Ifp 2010   cash flow tools

Cash Flow Tools

Richard AllumParaplan Plus

www.paraplanplus.com

Page 2: Ifp 2010   cash flow tools

Cash Flow Tools

Pete Matthew: Jacksons

Alan Dick: Forty Two

Ben Crockford: Anametric

Page 3: Ifp 2010   cash flow tools

Cash Flow Tools

a market overview and simple solutions

Page 4: Ifp 2010   cash flow tools

Lifetime planning

Estate planning

Savings strategies

Page 5: Ifp 2010   cash flow tools

Investment risk

Shortfalls

Getting real

Page 6: Ifp 2010   cash flow tools

Cash Flow Tools

Data Analysis Report Present Review

Online or

serverTied Client

AccessLive or paper

Page 7: Ifp 2010   cash flow tools

Cash Flow Tools

Page 8: Ifp 2010   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

Page 9: Ifp 2010   cash flow tools

Calculators

Page 10: Ifp 2010   cash flow tools

Calculators

Page 11: Ifp 2010   cash flow tools

Excel

-300,000

-200,000

-100,000

0

100,000

200,000

300,000

400,000

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

Page 12: Ifp 2010   cash flow tools

Excel

Page 13: Ifp 2010   cash flow tools

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

Page 14: Ifp 2010   cash flow tools

Excel

Page 15: Ifp 2010   cash flow tools

MoneyScope

Page 16: Ifp 2010   cash flow tools

MoneyScope

Page 17: Ifp 2010   cash flow tools

Cash Flow Tools

...tools in action