If you’re reading this, thank you for persevering beyond the title in what can only be described a pathetic play on words! For those of you who have read my last few blogs, you are probably aware that the memo is for there to be some insight into the Financial Planning industry while not over loading on traditional jargon or heavy content. I hope this will be no different.
As a self-appointed twenty first century Financial Adviser, nothing gives me more satisfaction than to see the stereotypical image of our profession disassembled, almost brick by brick. The days of a brown mahogany brief case and a fist full of fund sheets are slowly becoming a thing of the past. Thankfully! Instead we are moving to a new age of financial planning, where simplicity and client education is the order of the day. Leading this charge is the cash flow forecasting tool that is Voyant.
For those unfamiliar with Voyant, please see the image above. Voyant is a software that allows for a visual presentation of an individual or family’s financial situation. Apologies for the throwback to the old adage, but “A picture paints a thousand words”. Thankfully the days of isolated selling and product pushing, is in the rear view mirror in the majority and instead there has been a significant shift in the past decade towards financial planning and a holistic view on personal finance. No tool better equips clients and advisors alike to move to this age better than Voyant.
I have attached a link below to a whistle stop tour as to the benefits of Voyant and why I feel everyone with a financial conscience should have a Voyant financial plan in their lives. If a picture paints a thousand words, well then a video….
We at SYS Group are always looking for ways to improve and to help our clients and we believe Voyant is one of the most important ways. I speak for all the team when I say that educating our clients and helping them to understand the financial journey they are on is one of our major goals. This may be the straw that breaks the camels back but…. As the saying goes “ give a man a fish and he’ll eat for a day, teach a man to fish and he’ll never be hungry”. A client that knows and understands their plan and their journey to retirement is the client who wont listen to market noise and who will know that sticking to the plan is the way to financial independence and success.
If you have been able to suffer reading this blog and have any queries, I would be delighted to hear from you and to help in any way possible. You can contact me directly at email@example.com. Alternatively you can view or by calling our office on +3536757057.
This article was written by Financial Consultant Daniel Nagle.