Goal Identification and Achievement

If you don’t know where you are going, how will you know when you get there?

Setting goals gives you direction and boosts your motivation to achieve them. Have you thought about:

  • Your next holiday ?
  • Your next car upgrade?
  • How you can repay debt sooner?
  • When do you want to retire?
  • Your children’s education?
  • Home renovations or an upgrade?
  • What is the best way to fund these expenses?

We achieve goals, just like these, for our clients on a daily basis and have the answers for you.


It’s important to set SMART goals and seek appropriate advice to achieve them. What are SMART goals? They are:

  • Specific
  • Measurable
  • Achievable
  • Realistic
  • Time Bound
  • Ensure that you have a plan in place to achieve them.

Needs vs Wants

In order to know when to spend and when to save, it helps to know the difference between needs and wants. Needs are the essentials in life, like bread and milk. Wants are the fun things in life, like going to the movies.

Get an idea of the things you need versus the things you want, then write down your goals, so you are motivated to save and spend wisely.

We can assist with this process.

Understanding your current financial position

  • How much do you earn?
  • How much do you spend?
  • What is left over?

In order to get ahead in life we need to have savings more often than not. We can help you understand your financial position, why it is like it is, and what can be done to improve it… with ease.

We are here to help

We make it easy for you to get started with a plan to secure your financial future. We also help to monitor your progress monthly, which helps motivate you and keep you on track for success.