Prophecy

Prophecy answers the three big financial questions:

Will we be alright if…?
Can we afford to…?
What happens if…?

Financial products, investments, pensions and efficient tax planning can seem complicated. Nowadays, more than ever, we understand that our clients need transparency and that we need to build trust in our advice. Clients want to have control and to visualise their financial future, which is why we have developed Prophecy – A Financial Software System that models lifelong cashflow to ensure you can fund your life goals with confidence. It’s simple to see and understand how your plans can become reality. It’s flexible so when you want to make a change or have a change in circumstances, we can show you how the change will affect your long term financial future plans.

Our Prophecy software takes into account your current situation, your income, investments and all information gathered in our discovery meetings. We can then combine your aspirations for the future, including life’s ‘special moments’ like planning to buy a holiday home, major holidays, new cars, perhaps your children’s future - your daughter’s wedding, university or help with their first home deposit.

The Prophecy software has been designed to understand that your life aspirations and circumstances may change. It’s flexible enough to show you how your life goals can be achieved and what actions need to be taken to deliver your future financial security.

Transparent...visual...simple to understand.
Fund your life goals with confidence.