As you know we recently welcomed Elaine Finn to our team, thus enhancing our staff numbers with relevant qualifications with the aim of enhancing our service to you, our clients.
We have also recently enhanced our website. We hope you find our website a good source of information. We would love you to take a look at our website and see what we can do for you.
We have included a new page titled Lifestyle Planning which explains how our software tool can assist us in providing this valued service.
We felt we wanted to dedicate a section on our website to Voyant as it has become an integral part of our financial life plan service.
Roban Financial specialise in financial life planning. Our utmost focus on meeting with any of our clients, either new clients or those we have formed personal relationships with already, is listening to our clients particular life story at that time and working with our clients to ensure that we make the correct recommendations to our clients at each stage of their financial life.
In order to enhance our ability to offer this service, we started to look for a robust, financial planning software tool that could help us to do this. We wanted an interactive tool that could be used with our client to make those financial decisions and one which our clients could truly see the value in.
We have found Voyant to be that tool. Voyant is a cash flow modeling tool. However it is in reality so much more than that. It not only assists us in analysing client data, it helps us to visualize the journey ahead and it is an invaluable tool in helping our clients visualise their financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.
If you want to see your financial future mapped out from here to mortality and want to see how the decisions you make today will impact on your future, then Voyant is most definitely the visualisation tool you need.
As the saying goes a picture tells a thousand words so we have added two videos which are an effective way of explaining the power of Voyant.
You can view these on our website at www.roban.ie/voyant/