Important: Cashwise provides financial information and decision-support reports only. We do not provide financial advice, investment recommendations, or any form of licensed financial planning services. All information is general in nature. Please consult a licensed financial adviser before making any financial decisions.
Our Services
Structured financial information, decision-support reporting, and ongoing monitoring — designed to give you clarity before you commit.
Financial Clarity & Decision Support Report
Our core engagement. We take your financial information and transform it into a structured report that shows where you stand today and what a proposed decision may look like in practice — before you commit.
- Complete cashflow analysis based on your situation
- Forward modelling showing your projected financial position
- Structured snapshot of your assets, income and liabilities
- Adviser-ready output for your accountant or broker
Scenario Modelling
Compare two or more financial paths side by side. Whether it is buy vs rent, renovate vs move, or work full-time vs part-time — we model the likely financial outcomes so you can decide with confidence based on structured information.
- Multiple scenario comparison in one report
- Cashflow impact analysis for each path
- Year-by-year net position projected under each scenario
- Updated modelling as your circumstances change
Ongoing Income Monitoring
Stay on top of your income-producing assets with structured monitoring throughout the year. Track rental income, investment returns, and financial structures so nothing slips through the cracks between reporting periods.
- Regular monitoring of all income-producing assets
- Structured reporting on income streams
- Early visibility of changes or emerging issues
- Ongoing cashflow monitoring included
Tax Preparation Support
Walk into tax time fully organised. We help you assemble and structure your documentation so your tax agent receives everything they need — clearly, completely, and on time. No more last-minute scrambling.
- Organised records for each financial entity
- Structured income and expense summaries
- Documentation ready for your tax agent to work from directly
- Ongoing record maintenance throughout the year
Gap Identification
As part of every Cashwise engagement, we go through your complete financial picture and identify any gaps — in documentation, coverage, or planning structures. These are clearly brought to your attention so you can take action with the appropriate professionals.
- Check of estate planning documentation completeness
- Identification of gaps in financial coverage
- Clear summary of what is missing and why it matters
- Presented as information — action is always your decision
Flexible Engagement Options
Cashwise services are structured around the complexity of your situation. Whether you need a one-off clarity report or ongoing support, we tailor the engagement to fit.
Initial Clarity Report
A focused engagement around one major decision. Includes cashflow analysis, scenario modelling, and a structured report ready for your adviser.
Expanded Modelling
Deeper analysis covering multiple variables, entities, or decision pathways. For more complex financial situations requiring broader coverage.
Ongoing Support
Continuous monitoring, record organisation, and tax-preparation readiness. Updated reporting as your situation evolves throughout the year.