Bringing plans to life
Because showing clients what’s possible builds trust. Our cashflow models turn advice into something visual, helping M&G advisers bring conversations to life and give clients clarity on their financial future.
What this can look like
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Working with you
Our team supports you with visual, accurate models that make advice easier to explain. Whether it’s a one-off complex case or ongoing support, we fit into your process – using your preferred software or ours – to help clients make confident decisions.
This service is trusted by M&G advisers and firms who want to make advice more visual, strengthen client trust, and simplify complex planning conversations.
Support made simple
Because clients value clarity.
Our cashflow models help you demonstrate the impact of your advice, turning financial planning into something real, relatable, and easy to understand.
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Need to know more
Browse our FAQs to learn more about our support and services.
We’ll turn your numbers into clear, professional cashflow models that help clients see their goals – and trust your advice every step of the way.
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