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Take Control of Your Finances: Unlock the Power of Personalised Financial Planning with Your Own App

Plan with confidence and achieve your financial goals with lifetime cash flow forecasting. Our tool provides a clear and accurate picture of your future cash flows, allowing you to make informed investment decisions and plan for long-term financial success.

 

With lifetime cash flow forecasting, you can:

  • Identify potential cash flow shortfalls and take action to avoid them

  • Understand the impact of different "what-if" scenarios on your future cash flows

  • Make informed decisions about when to set goals

  • Plan for future expenses and retirement

  • Check the adequacy of capital for living longer better

  • Make more informed decisions on lifetime gifts as part of legacy planning

  • Monitor your progress and adjust your strategy as needed

Our lifetime cash flow forecasting tool is easy to use and provides detailed and actionable information. Don't leave your financial future to chance - take control with lifetime cash flow forecasting. Choose your plan today.

World First - You Own The App!

Introducing the world's pioneering financial planning application powered by Open Banking, designed with the customer in mind.

This innovative solution empowers customers to have greater control over their financial planning by leveraging Open Banking technology, enabling them to access and manage their finances securely and efficiently. This application allows customers to seamlessly track their expenses, monitor their savings and investments, and plan for their future financial goals.

The benefits of this customer-directed Open Banking powered financial planning application are numerous. It simplifies financial planning and gives customers a holistic view of their finances in real-time, allowing them to make informed decisions based on accurate and up-to-date information. Additionally, it promotes financial literacy and encourages customers to manage their money actively, leading to better financial outcomes and increased financial stability. Ultimately, this application empowers customers to take charge of their financial future and achieve their goals.

Our firm takes a professional and personal approach to financial planning, putting the individual at the heart of the work and empowering them to take control. Our unique approach to financial planning is far removed from traditional financial advice, as we believe in giving our clients complete ownership of the tools and data they need to activate their life and financial plans.

Our platform is the first of its kind, linking to Open Banking to enable seamless integration of your financial data. This integration allows you to make informed decisions about your financial future, providing you with a comprehensive understanding of your financial situation and the tools you need to achieve your goals.

The Investment Life & Pensions Moneyfacts Awards have recognised our innovative approach. We were recently shortlisted as a finalist for the Best Use of Technology in the Investment Life & Pensions sector in 2022. Our platform, HapNav - The happiness navigator, provides a unique and innovative financial planning approach focused on empowering our clients to live happier and more fulfilling lives.

Overall, our approach to financial planning is designed to put you in control of your financial future, enabling you to achieve your goals and live the life you want. With our unique platform and innovative approach, we provide you with the tools and resources you need to take ownership of your financial future and create a financially secure and personally fulfilling life.

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THE GAME CHANGER

Unparalleled Visibility & Control Over Your Financial Life

Integrating a lifetime cashflow modelling calculator with open banking can be a game-changer for financial planning and wealth management. Here are some of the advantages of using this innovative technology:

 

Accurate cash flow projections: Open banking integration allows the lifetime cash flow modelling calculator to access your real-time financial data, including transaction history, account balances, and other financial information. This enables the calculator to create highly accurate cash flow projections, so you can make better-informed financial decisions.

 

Comprehensive financial planning: With open banking integration, the lifetime cashflow modelling calculator can provide a complete picture of your financial situation, including income, expenses, assets, and liabilities. This allows you to create a comprehensive financial plan that takes into account all aspects of your financial life.

 

Automated budgeting: The lifetime cashflow modelling calculator can automatically categorise your transactions and track your spending, making it easy to create a budget and stick to it. With open banking integration, the calculator can also automatically update your budget as your financial situation changes.

 

Easy monitoring of your progress: The lifetime cashflow modelling calculator allows you to track your progress towards your financial goals in real-time, providing you with valuable insights into your spending habits, savings, and investment portfolio. With open banking integration, the calculator can also automatically update your progress, making it easy to stay on track.

 

Security: Open banking integration allows the lifetime cashflow modelling calculator to access your financial data in a secure and compliant manner, ensuring that your personal and financial information is protected.

 

Integration: The lifetime cashflow modelling calculator can integrate with various financial institutions and accounts, giving you a single view of your finances.

 

Integrating a lifetime cashflow modelling calculator with open banking can provide you with unparalleled visibility and control over your financial life, enabling you to make better-informed financial decisions and reach your financial goals faster. With so many features and benefits, it's a great choice for anyone looking to improve their financial situation.

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