Voyant Basics

Set financial goals and objectives

Prioritise your goals and objectives

See your progress towards goals and objectives

Build a cashflow model of your ‘Base Plan’ (current situation), allowing for inflation, to see when you can retire and/or when you are likely to run out of money

View current balance sheet (assets versus liabilities) and expenditure

BONUS: How to open an investment account tutorial

Normal Price £245

Voyant Advanced

Set financial goals and objectives

Prioritise your goals and objectives

See your progress towards goals and objectives

Build a cashflow model of your ‘Base Plan’ (current situation), allowing for inflation, to see when you can retire and/or when you are likely to run out of money

View current balance sheet (assets versus liabilities) and expenditure

View detailed balance sheet and future annual balance sheet projections, plus detailed income vs expenditure analysis

View detailed current and future taxation forecasts and breakdowns for Income Tax, Capital Gains Tax, Inheritance Tax and more

Create detailed ‘What If’ Scenarios to test different financial planning options and determine likely best courses of action

Create bespoke forecasts with the ability to alter inflation rates, growth rates and taxation allowances

Access detailed ‘Plan Insights’ showing:

Required regular investment/lump sum investment/growth rate to reach a future target

Annual spending capacity in retirement

Capacity for loss (allowing investment risk to be selected more appropriately)

Impact of market crashes and investment underperformance on your finances (how resilient is your plan?)

Future forecasts built using real historic performance data

Probability of success (likelihood of you not running out of money during your lifetime)

Normal Price £495

Voyant Premier

Same as Voyant Advanced but includes a 60 minute 1 on 1 guidance session with me or one of my expert team

Normal Price £895