The Value of Lifetime Cashflow Modelling

The Value of Lifetime Cashflow Modelling

In our experience MOST people DO NOT have a Lifetime Cashflow Forecast. But without this many of life’s big questions cannot be answered accurately. With a proper model we can tell clients, how much money they need for a secure future; how much they need to earn; when...
3 things Magenta is happy about this week

3 things Magenta is happy about this week

Here are 3 things Magenta is happy about this week! Magenta has been named as finalist in the Retirement Planner Awards, taking place in June. Magenta is shortlisted in two categories, Best Individual Pension Firm & for the Outstanding Customer Care Award....
Leaving a Legacy – what will you leave ?

Leaving a Legacy – what will you leave ?

Your legacy should be more than just financial.  When it comes to passing down an inheritance, most families think of money and tangible assets. But there’s another legacy that’s even more important to the preservation of families and their history and it...
3 Things Magenta learnt this week

3 Things Magenta learnt this week

Here’s 3 Things Magenta learnt this week! Valerie, our newest member of the team at Magenta, created her personal Lifetime Cashflow Forecast and learnt that she can retire sooner than she expected. She has started planning her party! Mandy is attending an excel...
The pros and cons of prepaying for your funeral

The pros and cons of prepaying for your funeral

Planning your own funeral, while difficult for most of us, can help ease the emotional and financial burden for your survivors at a stressful time. But should you pay in advance for your funeral? Prepaying for funeral expenses – a cemetery plot, service, coffin...