Goals Exploration

An interactive digital journey designed around what’s important to you

Introducing Goals Exploration

The part of our approach that is central to the way we give advice (and maybe a little more unique) is focussed on you and your goals.

That may sound like we are stating the obvious but it isn’t just about crunching numbers and running calculations.

Computers do that very well, but YOU are a real person, and so are WE.
What computers can’t do is interpret that information and have conversations that help you make decisions. Sometimes the “right” decision for you may not be the most financially optimal outcome.

It is this combination of data, technology and Emotional Intelligence that really brings this together and is what we think the future of advice in Australia will be.

It’s a whole new interactive digital experience that addresses your personal goals and life financial planning. Financial advice in Brisbane done this way is much more engaging – and it is all about you and what you want to do.

We’ve all had goals. Especially goals we don’t often follow through with after the New Year. A lot of people are just seeking comfort around 2 questions – Am I going to be ok? Can I live the life I want to live?

We start by identifying your ambitions and values to form a clear picture of what matters to you.

Our adviser leads you through the process of selecting goals that reflects the life you want to lead. With the help of the interactive engine, you’ll explore and visualise your goals from every aspect.

At the end of the first goals session, you receive a written summary of your personal goals and priorities. We gather your personal and financial details to give us your starting point.

The real magic is in the second meeting where we bring these to life. We combine your current position and data with where you want to go and run 1000 simulations to determine how achievable your goals are.

The value in seeing your goals brought to life allows us to help you prioritise and make educated financial decisions on any trade-offs you wish to make.

Have you ever thought about what if I sold the house and upgraded, how would that impact on my retirement?

We really want to retire at 60 on $1,000 week and have an overseas holiday every year in retirement to tick off my bucket list items. Am I on track to be able to do that? What else should I be doing now to make that happen in the future?

I want to do those things but we have a mortgage and kids to get through school, how achievable is all of that and where should I be putting extra funds – should I contribute to super or make extra repayments into my home loan?

There is a myriad of possibilities but getting started is the key and putting your efforts to work in the right place is where you will see a difference.

Once you know your options, you’ll need to decide if you want to proceed. Together, we can build a plan to turn those goals into reality.

Ready To Explore Your Goals?

Discover what you want out of life. Let our team guide you toward your realising your goals.

What Is Our Goals Exploration Process?

1. Get Goal Ready

Get ready to focus on your goals by thinking about your plans, needs and ambition

5. Track My Goals

Track your progress to help you stay motivated and accountable and choose the support level to bring your Goals Plan to life

2. Explore My Goals

Explore and prioritise your goals using our interactive technology, and receive your personalised Goals Summary

4. Plan For My Goals

Plan how you could get there with personalised advice tailored to your goals and needs, and receive your Goals Plan

3. Explore My Advice

Consider options to help balance your longer term goals against the financial needs of today, and receive your Advice Exploration Summary

1. Get Goal Ready

Get ready to focus on your goals by thinking about your plans, needs and ambition

2. Explore My Goals

Explore and prioritise your goals using our interactive technology, and receive your personalised Goals Summary

3. Explore My Advice

Consider options to help balance your longer term goals against the financial needs of today, and receive your Advice Exploration Summary

4. Plan For My Goals

Plan how you could get there with personalised advice tailored to your goals and needs, and receive your Goals Plan

5. Track My Goals

Track your progress to help you stay motivated and accountable and choose the support level to bring your Goals Plan to life

Get Goal Ready

This is where you get ready to focus on your personal life goals and think about what you want to achieve.

So, think about your plans. What are you looking to do in a year from now, five years, ten or twenty? Perhaps you haven’t considered that far ahead before, now’s the time.

Also, think about what you need. What is it that you need to keep you happy in life? You’ll have basic needs, but there are also other goals that if you achieve them would make your life more liveable.

And finally, what are your ambitions? Where will your career and family aspirations take you?

If you’re stuck for ideas, you’ll find oodles of suggestions and example goal cards on this website. Take a look around, we don’t mind if you borrow a few.

Session #1

This meeting is all about you. What you desire, what you want and what you need. Dream big for your first free goals session.

Our Advisers will show you how to use our interactive technology. The Adviser helps you discover why you want to reach these goals. Why are they so important to you?

For instance, you may have thought of what it would be like to be debt free, and travelling to all of the places you and your partner have dreamed of.

This session is a great forum to flesh these ideas out, like:

  • What’s retirement look like?
  • Where do you want to live?
  • What sort of education do you want for the kids?

Our discussions explore what it is you want to achieve and why it is important to you.

At the end of this session, you get to take home your personalised goals summary.

Session #2

This is your second complimentary session with us.

In this meeting, though we use our software to project over 1000 possible scenarios and explore the achievability of your goals. We also discuss how we can help you, any fees that are applicable and how we work on an ongoing basis to assist you in managing your financial life.

Together, we use this process to understand and explore your goals, to really get to know you, your values and where you’re presently at with your financial life.

At the end of this session, you’ll receive your Advice Exploration Summary.

If you decide to move forward with us, our next step is to plan how to get you there. We’ll do this together.

Our team of Advisers and mortgage consultants will use their years of experience and professional contacts to work out how to help you get where you want to be. We use this knowledge to guide you and add value to where you want to go by leveraging our experience and technology. It allows us to proactively check whether your goals are on track, and where we can provide you with more savings.

We want to ensure:

  • You’re not paying too much on your home loan or any type of loan
  • Your super isn’t in multiple places where you’re paying more fees than you need to and it is invested in a way that is aligned with your goals
  • You have enough insurance in place to protect you should something happen but that you’re not paying too much
  • You get the tools to categorise your expenses and discover insights as to where your money is being spent and how it affects your goals
  • By understanding what’s important to you and how you feel about risk, we can help grow your wealth in a way that is consistent with how you feel about money and is aligned with your goals.

You can opt in or out of any of these tools, but together they provide you with complete Financial Life Management to help you live the life you want.

Want us to keep you motivated and accountable?
If you choose this option from our services, we’ll keep you regularly updated with how you’re going to fulfilling your goals.

You continue to receive a personalised level of support that will bring your goals plan to life.
If we need to revisit your goals we can. We’re here to help you make any adjustments for unforeseen surprises, both good or bad.

Price

Our Goals Exploration uses an interactive and intuitive technology to guide you through your goal setting. This technology gives you a visual picture of your life and helps organise and prioritise what’s important to you. 

Our clients tell us about the difference our advice makes in reaching their goals. Every person’s situation is different, the price of the advice we provide our clients is determined by the complexity. We are transparent with how we are paid and a guide to our packages is available on our Financial Services and Credit Guide.

Asking for financial help is a huge step toward your financial freedom. At your first session, we’ll provide you with our price and service schedule.

Goals based advice at any stage…

Who Should Use Goals Exploration?

Goals Exploration works for people at any stage of life.

Ongoing goals based advice keeps track of where you’re at and whether you need to adjust what you are doing to meet your goals.

So, if you were to come to us when you’re younger, your needs may be different to someone nearing retirement. For example, we can help with your savings goals, or buying your first home with the help of one of our experienced mortgage brokers.

We review your situation regularly and be there to adjust your goals as your life changes.

The same goes for people nearing or entering retirement. We understand that things change. Perhaps you have a nest egg saved up, and you’re not sure how your money’s going to last.

So, it doesn’t matter if you’re young or old or in between, we can help. We will give you clarity with your finances on where you are heading and if you are on track with where you want to go.

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Free Download

Understanding Goal Achievability

Get Started Today

Sit down with one of the friendly team to explore your situation.
Our first meeting is complimentary, we’ll discover who you are, what’s important to you and what you want to achieve.
It’s also important you get to know us and how we can help you before moving forward.

Barry

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