Peace of mind that your financial future has been meticulously planned
Very few things are more important than securing your financial future and leaving it up to chance can be very risky. Your hard work deserves the reward of living the life you’ve always wanted for yourself and your loved ones, with the peace of mind that your financial future has been meticulously planned, understood, and prepared for. With our financial MasterPlan, you’ll get the support to help you to do just that.
Simon Thorpe
Head of Retirement Planning
A visual projection of your financial future
Our financial MasterPlans are presented in a series of powerful, interactive, and visual charts, giving you a live visual projection of your financial future and helping you answer three vital questions on the financial wellbeing of you and your family:
- Will I/we be alright?
- Can I/we afford our desired lifestyle, both now and long-term?
- What can I/we do now and what might I/we need to do in the future to secure this?
A careful blend of guidance, regulated advice and technology
At the core of NFP's MasterPlan service is the production of your visual financial plan. Each Masterplan is different and is individually created for you. Our team of specialist financial planners will seek to answer the financial questions that are of real importance to you and your family and use our technology to create a live pictorial view of your future.
Financial goals
Plan your major life events and financial goals
Investments
Understand the returns needed to meet your financial objectives
Tax
Understand your tax position and potential inheritance tax on your estate
Retirement
Visualise and understand when you can afford to retire
Plot your life goals
Your timeline is unique to you, so if you are saving for specific goals, like retirement, and large expenditures such as house moves and school or university fees it will set the parameters of how long it could take you to achieve them. You can also move the timing of goals and events to see if they can be achieved sooner without compromising your plan.
Plan with precision
Each MasterPlan view provides different insights into how your finances can be managed, focusing right down to each individual year of your financial lifetime with great accuracy. This means lifetime events can be planned with precision and the effect of any action can be reflected across your lifelong plan.
To see how the MasterPlan can help you understand and achieve your financial objectives, request a demo today.
Elevate engagement with your employee benefits
Just as life is constantly changing, your MasterPlan is updated each year to reflect your own changing circumstances. Each year you will receive a detailed summary report of your current cash flow, net worth and asset allocation to help ensure you remain on track.
Our team of financial planers will review the summary with you so that together we can identify areas where swift action may be advisable, or to flag up potential needs in the future.
Request a call back from our financial planning team
To discuss how we can help you understand and achieve your financial objectives, book a chat with one of our financial planners today.