Goals Based Planning is a key element in any good financial advice.

A good Adviser will help you identify clear objectives and goals and with this clarity, then help you to identify strategies to see these goals potentially achieved, with regular and careful updates along the way.  An important tool to help with this monitoring, is having software that can provide realistic projections of how a client’s investment portfolio might grow over time.  Such information, then makes is more obvious when you are either on track or off track.

We use cash flow analysis from Ortec Finance, called OPAL.  It uses realistic portfolio projections based on monthly updated economic scenarios for more than 700 asset classes, drawing on not only historical performance, but also other economic indicators and market conditions.  The visual and easy to understand graphics, enable us to provide high-quality forward-looking projections that are an essential part of giving clients relevant insight so that timely course corrections can be made if necessary.

If you would like to book in such a session with the team at Petrichor Financial Solutions, then do let us know.