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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?

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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

11 Sep

Navigating the Changing Legal Landscape: Key Updates for Employers

WEBINAR 11 SEPT // 12PM

The final session focuses on the changing legal environment, highlighting recent amendments to the Fair Work Act, capturing independent contractors under workers' compensation schemes, payroll tax considerations, superannuation compliance, and practical steps to mitigate risks.


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4 Sep

Super Guarantee and Employee Terminations: Compliance Essentials for Employers

WEBINAR 4 SEPT // 12PM

In the third session, we'll delve into superannuation guarantee changes, including proposed changes to payday superannuation, new rates and bases, and the impact on SG liability. Gain insights into employer deductions, termination of employment considerations and more.


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28 Aug

Allowances, FBT, and Compliance for Employers

WEBINAR 28 AUG // 12PM

Master allowances and reimbursements, understand their PAYG and super guarantee implications, and learn to navigate travel vs. living-away-from-home allowances. Gain insights into FBT considerations, new ATO record-keeping requirements, and effective salary packaging arrangements.


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20 Aug

Employee vs Contractor: Know the differences and get your employment right

WEBINAR 20 AUG// 12PM

Explore the crucial differences between employees and contractors. We'll discuss when genuine contractors are considered employees for PAYG withholding and SG, key factors determining employment or contract arrangements, and new guidance from the ATO.


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10 Aug

The Employer Essentials Series

WEBINARS // THE EMPLOYER ESSENTIALS SERIES (4 PART)

Join us for a comprehensive 4-part webinar series designed for small business owners seeking growth and better financial management. Presented by Shannon Smit from Smart Business Solutions, each session will delve into critical aspects of compliance review framework for workers and employers, providing practical insights and strategies to help you navigate complex financial landscapes and make informed decisions.


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16 Jul

Small Business Productivity: Industry & Regional Trends

Building on the findings from Xero Small Business Insights (XSBI) report, Small business productivity: Trends, implications and strategies, this special report presents industry and regional labour productivity data for small businesses.


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