Goal Setting

Have you ever had an experience where you had to make a significant decision in your life, but didn't feel like you were sure you were making the right call? Maybe you bought an investment that hasn't performed as expected, perhaps you missed an opportunity to do more with your money, or maybe you have a mortgage that won't reduce quickly enough for your liking. Each of us will have a different experience and response – how did your experience make you feel?

 

If you're like most people, the lack of certainty around the likely outcomes of an important financial decision is a source of significant stress.

 

Many of us rely on guesswork or gut instinct even though we know it won't guarantee positive results, usually because we don’t have the time or the tools to do anything else. Yet guessing could prevent you from achieving personal and financial goals that could be well within your reach. 

 

Perhaps try this exercise: Think about your life now. Do you have a financial or personal decision you need to make? How nervous or how confident do you feel about making the right decision?

 

Now roll forward and imagine that you have made the right decision and life is good. How does that feel? If you're like most people, the thoughts that come to mind are something like "great", "relieved", "happy". 

 

 

Most people simply need some tailored expert help and some support in putting strategies into place. Perhaps these comments from some of our clients sound familiar?

 

"I understand the numbers, and I currently run spreadsheets for most things. But when it comes to more complex decisions like do we keep or sell our investment property, I simply don’t have the time to work that out." - Senior Manager, Financial Services

 

"I love my work, I’m very much a career person. I don’t love finances, and I want to outsource my financial management to someone that does." - Partner, Law Firm

 

"I’m guessing that we’ve been losing around $100k a year because we haven’t been structured about managing the money that we earn or our other assets. That’s why we’re engaging you before it’s too late." - Management Consultant

 

Whether you want access to tax and investment strategies, clarity on the financial implications of different decision choices, or just an enhanced level of comfort that you'll have enough money to live comfortably, maybe it's time to do something.

 

As Shakespeare's King Lear says "nothing will come of nothing". So if you're ready to shift from where you are to where you want to be, why not get started?

 

 

We look forward to hearing from you,

 

Best wishes

Kate & Tony