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!
Pre-retirement
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: