Individual Planning
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.
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.
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Step 1: Understanding YOU
We’ll work through a series of questions that will help us, and you, to better understand the circumstances or events that have shaped your financial journey and money values so far and led to your current financial position.
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Step 3: Understanding WHY you want these goals
You can never truly own or be accountable to a goal unless you clearly understand why you want it. We peel back the layers to reveal the underlying factors that drive why each goal is important to you. Understanding why, brings commitment.
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Step 2: Understanding WHAT you want
We’ll help you to identify what you want, now and in the future. But, more specifically we’ll help you to articulate what you want and how much you will need to achieve it. We’ll document all your wants and needs in detail so that they are a precise description that you can refer to time and again.
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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.
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