THE WOMAN SERIES // Financial Goal Setting

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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.

The Latest

4 Sep

The Critical-5 Financial Metrics That Drive Business Performance

Lunch & Learn Workshop // 4 September, 2026 - 12:00 - 1:30pm
$35pp includes lunch
Many business owners believe growth comes from more sales. But in reality, the strongest and most profitable businesses grow by improving how the business works, not just by selling more. This session is designed to change that. The 5-Critical Financial Metrics is a practical workshop that shows you where small, targeted changes can create disproportionately big improvements in profit, cashflow and sustainability.

Pricing, Profit and Your Ideal Client: Why Being Busy Is Different To Being Profitable

Lunch & Learn Workshop // 26 June, 2026 - 12:00 - 1:30pm
$35pp includes lunch
This session is designed to change that. Pricing, Profit & Your Ideal Client is a practical workshop that helps you understand where your profit really comes from, how pricing decisions affect margins, and why working with clients that align with your business makes a measurable difference to both profit and cashflow.

Cashflow Essentials - Keeping Control of Cash in a Growing Business

Lunch & Learn Workshop // 27 March, 2026 - 12:00 - 1:30pm
$35pp includes lunch
Many business owners are surprised to learn that most businesses don’t fail because they’re unprofitable - they fail because they run out of cash. This session is designed to change that. Cashflow Essentials is a practical workshop that shows you how cash really moves through your business, why cash pressure happens, and how to stay in control - even while you’re growing.