Australia

Articles and other resources related to our software for financial professionals in Australia.

Trialing Voyant AdviserGo - Our planning software for financial professionals

Getting Started - First steps, building your first client case in AdviserGo

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General Information and FAQs

What's new in AdviserGo Australia?

The Home Screen - Accessing your client records and creating new ones

The Dashboard - Your planning control center

The Timeline - Events and stages

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The Let's See Charts - Viewing and presenting plan results

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Insights - Planning simulations

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Reports - Printable reports and reporting options

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What-Ifs - Planning scenarios

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Plan Settings - Set the software's default assumptions

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Cash Flow and Taxation Essentials - About the software's calculation engine

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Integrations with our Australian Software - Importing client information

People - Your clients and their family

Goals and Expenses - Plan for current and future spending

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Employment Income - Current and future income from earnings

Windfalls - Planning for income from anticipated future windfalls

Superannuations

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Centrelink - Age Pension

Savings - Transaction accounts, deposit accounts, and term deposit accounts

Investments - General investment accounts, alternative assets, and managed funds

Transfers and Planned Withdrawals

Property and Other Non-Liquid Assets

Debts - Mortgages and unsecured debts

Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans

Managing client access to plans through VoyantGo

Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues

Troubleshooting issues with AdviserGo