Your Personal Financial Goal Planner
With data-driven cash flow modelling, you’ll have the information you need to make wise financial decisions. By undertaking our capital adequacy test and modelling various cash flow scenarios, you’ll gain a deep understanding of your income and expenses, both now and into the future. It’s a financial compass, enabling you to make informed decisions about your spending and investments. When you can see the future, the possibilities are greater.
Strategic Financial Planning
Our cash flow modelling provides a customised wealth mapping process to ensure your future is set up right. You’ll understand how the financial decisions you make today may affect other areas of your life tomorrow. As you map out the next few years and decades, we’ll give you the clarity and confidence you need to control your financial future.
When you understand your overall financial position, you can create sustainable assets for the future and align your various sources of income and capital with purpose. And if your circumstances change, we can reassess the model to make sure you’re still on track to Fig Tree Digital Platinum Strategies Copywriting 11 achieve what matters most. It’s a big-picture approach to setting financial goals for your enduring prosperity.
Forecast Your Financial Future
Our capital adequacy test takes the guesswork out of retirement planning. By forecasting your future income and expenses, we can alleviate the stresses and pressures of retirement.
Gain insights and knowledge from cash flow modelling to take control of your spending, save and invest wisely, determine the right time to retire, and manage your long-term plans.
Using real-time data, we’ll implement a strategy that allows you to enjoy your retirement with the confidence of knowing you won’t outlive your capital.
The information on this website pertains to Australian Residents only. Platinum Strategies Pty Ltd is a Corporate Authorised Representative of Millennium3 ABN 61 094 529 987 Australian Financial Services Licences – Licence Number 244252 – Level 3, 30 Hickson Road, Millers Point NSW 2000. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.