At Oakwood we avail of a brilliant new financial planning application called Voyant. Voyant is a state-of-the-art financial intelligence presentation and collaboration platform. What does that mean? Well, it helps makes complicated financial planning calculations presentable so that you – the client – can easily understand and digest the financial implications of all your decisions.
Voyant is redefining the financial planning experience – from the way advisors work with clients, to the way clients think about their financial future. So we don’t simply tell our clients how to save – we use Voyant to show you how!
Financial planning is as important during your working life as it is before retirement. Watch the video below to see how we use Voyant will help you plan:
Retirement and Beyond
Yet financial planning is also crucial when planning for retirement. See how we use Voyant for retirement planning below: