Voyant GO: Blue Belt

Notes Section

4 minutes

Carryover Assumptions

5 minutes

Financial Landmines

2 minutes

Rental/Investment Properties

9 minutes

Transfers Tab

8 minutes

Complexifiers vs Simplifiers

2 minutes

Planned Withdrawals Tab Introduction

12 minutes

Insights - Investment Returns

9 minutes

Simplicity is the Key to Brilliance

1 minute

Insights - Annual Savings

5 minutes

Insights - Performance

5 minutes

Ideal Adviser Client Relationship

3 minutes

Mortgage Overpayments/Clear

7 minutes

Total Tax Cumulative

6 minutes

The Hidden Magic

23 minutes

Insights - Lump Sum

5 minutes

Don’t Listen to Your Clients

2 minutes

Insights - Market Crash

4 minutes

Income Protection

7 minutes

The 3 Wrongs

2 minutes

Long Term Care 1 (UK)

11 minutes

Long Term Care 2 (UK)

7 minutes

Equity Release - Line of Credit

13 minutes

Human Capital

4 minutes

Goal Priority Insight

8 minutes

Client Case: Grant

18 minutes

Case Details

Master Sheet


Client Case: Hart

21 minutes

Case Details

Master Sheet


Client Case: Jeffs

25 minutes

Case Details

Master Sheet