Goal planning

Service Images

The practise of helping clients prioritise their financial goals and choose the best strategy to support them is known as goals-based planning. Goals-based planning minimizes the retirement-only focus and expands our attention to include every element of our client's financial life.

Many wealth management companies position themselves as financial planners by identifying a few broad objectives, like retirement savings or leaving a legacy, then suggesting investing methods to help you meet those goal.

Simply said, money is an enabler. Being the richest man in the world and having a lot of money are pointless. You should use money to further your life goal.

What would your goals be?

  • building an emergency fund
  • international holiday (one time or recurring)
  • establish a business
  • purchasing a Property
  • children’s education
  • getting a car
  • children’s Marriage
  • Retirement planning
  • Upgrading your home

Having a goal makes it easier to understand why you are doing in a specific way.

Service Images