Your Goals

What are your financial goals?

You should write down your goals and time frames to achieve them.

Your goals might include things such as:

  • Saving for a home deposit
  • Saving for school fees
  • Making sure your family is financially secure
  • When you want to retire
  • How much income you think you will need when you retire

Your life stages will dictate what you want in the short, medium and long term. Examples of life stages are:

  • Young and Single
  • In a Relationship
  • Relationship with Young Children
  • Relationship with Adult Children
  • Pre-Retirement
  • Retired

Your goals will be different to other peoples goals, but to increase the probability of achieving them, these goals should be measurable, achievable and realistic. There are some tools below to help you with the process of identifying your goals.

Financial Health Check Tool

A good place to start is completing our Financial Health Check Tool. This helps us to identify gaps in your financial plan which must be addressed to increase the probability of success. If you complete our Financial Health Check, an adviser will contact you to see whether you would like to meet to discuss the process of putting a financial plan in place for you and your family.

My Budget Counts

You can also use our budget calculator to get a snapshot of your income, expenses, assets and liabilities.

Building a future together

Once your goals are clear, we can work with you to develop a strategy to achieve them.

To ensure that you remain on track to achieving your goals, we have a range of ongoing review packages

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