Basics
Learn using lighter 'ClientGo' cashflow modelling software:
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
Advanced
Learn using full 'VoyantGo' cashflow modelling software:
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 detailed balance sheet and future annual balance sheet projections, plus detailed income vs expenditure analysis
Alter growth rates, inflation rates and future tax allowances to create bespoke forecasts
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
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)
COMING SOON: Live sessions with Q&A and case studies
Premier
Learn using full 'VoyantGo' cashflow modelling software:
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 detailed balance sheet and future annual balance sheet projections, plus detailed income vs expenditure analysis
Alter growth rates, inflation rates and future tax allowances to create bespoke forecasts
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
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)
COMING SOON: Live sessions with Q&A and case studies
Includes 60 minute 1 to 1 guidance session with me or one of my expert team (LIMITED AVAILABILITY). Please note, this is not a financial advice session and product advice/recommendations will not be provided - the session provides guidance on the Voyant software and plan building features only.
Normal Price £245 (including user license for one year)*
Normal Price £495 (including user license for one year)*
Normal Price £895 (including user license for one year)*
Basics
Learn using lighter 'ClientGo' cashflow modelling software:
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 (including user license for one year)*
Advanced
Learn using full 'VoyantGo' cashflow modelling software:
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 detailed balance sheet and future annual balance sheet projections, plus detailed income vs expenditure analysis
Alter growth rates, inflation rates and future tax allowances to create bespoke forecasts
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
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)
COMING SOON: Live sessions with Q&A and case studies
Normal price £495 (including user license for one year)*
Premier
Learn using full 'VoyantGo' cashflow modelling software:
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 detailed balance sheet and future annual balance sheet projections, plus detailed income vs expenditure analysis
Alter growth rates, inflation rates and future tax allowances to create bespoke forecasts
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
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)
COMING SOON: Live sessions with Q&A and case studies
Includes 60 minute 1 to 1 guidance session with me or one of my expert team (LIMITED AVAILABILITY). Please note, this is not a financial advice session and product advice/recommendations will not be provided - the session provides guidance on the Voyant software and plan building features only.
Normal price £895 (including user license for one year)*
* All course prices include Voyant user license for one year and are annually renewable at £120 per year (price may change in future).
1 to 1 guidance sessions can be purchased separately (subject to availability). First 60 minute session costs £400, with each subsequent 60 minute session charged at £300.
