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Set your financial goals

Before meeting with an adviser, a great first step is to think about the life you want to lead now and as you age, and what will be most important to you. It’s all about imagining your future – do you want to spend more time with family, travel the world, read books on the balcony of your beachside home, start a new career or welcome friends to your country retreat? You could also imagine what others might say about you at your funeral – and more importantly, what you want them to say. These exercises can help you pin down your vision of the future. Armed with this information, we can help you get there by working on a plan to fund your vision.

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Financial goal-setting tips 

Make it a priority

Make a firm decision that no matter what happens you will make your financial future a priority that you won’t put off any longer.

Be realistic

Decide what is most important to your happiness and make achieving it your primary goal.

Get specific

Think about your financial and life goals over the short (less than 2 years), medium (2 to 5 years) and long term (greater than 5 years).

Create a habit

Goal setting is habit forming which means those who set goals more often, will achieve more. If the whole financial vision is a tough ask, start with reducing your spending, setting a savings goal, tracking down your super or meeting with an adviser.




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