Financial Goal Setting
While many people wish for and are sincere about setting financial goals, they rarely achieve them. French poet and author, Antoine de Saint-Exupéry summed this up when he famously observed “a goal without a plan is just a wish”.
The key to successfully setting and achieving financial goals is understanding ‘why’.
We have developed a proven 4-Step Financial Goal Setting program that allows individuals, couples and business partners to master the art of setting, sticking to and achieving the goals that enrich or make life more meaningful.
individuals, couples and business partners to master the art of setting, sticking to and
achieving the goals that enrich or make life more meaningful.
Step 1: Understanding YOU
Step 3: Understanding WHY you want these goals
Step 2: Understanding WHAT you want
Step 4: Implement a plan to ACHIEVE these goals
We work with you to craft a practical action plan that will enable you to achieve your goals.
To find out how our 4-Step Financial Goal Setting program can help you, please contact us.
How we help
We create business succession and retirement strategies (often in collaboration with your accountant). This may include recommendations for drawing regular income from the business, contributing to superannuation, restructuring business loans, through to taking advantage of opportunities that are available through SMSF such as investing in quality shares or purchasing property to build assets, generate income and grow your retirement savings balance.