Cashflow and lifestyle planning

Providing a clear picture of your potential financial future, allowing you to make informed decisions.

How does this help you?

See the Bigger Picture – and Make It Happen

At MAC Financial, we believe true financial planning isn’t just about investments or pensions — it’s about you. Cashflow and lifestyle planning helps you understand where you are today, where you want to be in the future, and how to get there with confidence.

Using sophisticated cashflow modelling tools, our advisers work with you to map out your financial future in clear, visual terms. We’ll show how your income, expenses, savings, and investments interact over time — helping you make informed decisions about your lifestyle and long-term goals.

Our services to our clients

Our experienced Independent Financial Advisers will:

01
Regular reviews
Access to our expert team who will be able to adjust your cash flow projections to meet your needs.
02
Gain financial clarity
Understand your current financial position and project future income and expenditure.
03
Plan for life’s milestones
From funding education, saving for a trip of a lifetime or enjoying a comfortable retirement, we help you to plan ahead.
04
Identify opportunities and risks
Recognise potential shortfalls and make adjustments to help you stay on track.
05
Maximise your wealth
Take advice to ensure that you are making the most of your income, investments, and assets.
06
Adapt to life’s changes
Our ongoing support ensures your plan remains flexible and responsive to life’s uncertainties.

What we offer

At MAC Group, we offer bespoke financial planning and insurance solutions designed specifically for private clients. Our expert advisers provide tailored advice on investments, pensions, personal protection, estate planning, specialist insurance and lifetime cashflow modelling.

Whether you’re planning for retirement, safeguarding your family’s future, or growing your wealth, our personalised approach helps you take control of your financial future with confidence.

Personal insurance
Providing tailored insurance coverage for personal assets, from cars to travel, jewellery and other valuable items.
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Protection for you and your family
Safeguarding your loved one’s financial well-being in case of unexpected events.
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Pension and retirement planning
Bespoke financial planning and investment solutions to help you achieve your retirement and broader financial goals. 
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At retirement advice
Helping individuals to make informed decisions when accessing their pension savings to achieve financial security in retirement.
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Saving and investment advice
Tailored savings and investment solutions designed to grow wealth, protect assets and achieve financial goals. 
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Pension trustee advice
Specialist trustee services including the management, compliance, and governance of pension schemes on behalf of clients.
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Looking
for
guidance?

Get in touch today and discover how we can support you through our suite of services.

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