The Cash flow and Capital module is designed to model your clients’ financial position from a wealth creation point of view. It can model most of the major strategies used by financial advisers to create wealth for their clients.

When dealing with wealth creation strategies, your clients’ cashflow and net position is key. Each strategy in the Cash flow and Capital module can be presented separately or as a whole to show the overall impact on your clients’ tax/cash flow and capital position.

Cashflow and capital will pull through data entered in fact find in the Edit client module.

This module will assist you in:

❄Determining the best mix of strategy options for your clients

❄Modelling scenarios for comparison

❄View effects of tax on the strategies employed

❄Optimising tax effective investments to boost capital and cash flow

❄Flow the strategies into retirement modelling

The input menu is where you will be accessing your clients’ income, expenses, assets, loans, super, pension, Centrelink and surplus/deficit.