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Financial Goal Setting

Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

DOWNLOAD budget workbook DOWNLOAD budget workbook

Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:

What is a Financial Goal?
Do you have Financial Goals?
Where do you want to go and what do you want to achieve?
Setting timeframes
How to price out your goals
Follow the SMART methodology (specific, measurable, achievable, realistic, timely)

Receive award-winning information from Shannon Smit, financial adviser and winner of Women In Finance Financial Adviser of The Year 2021 and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite you to join our free webinar series and take control of your finances, regardless of your age or financial position.

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