Whatever your goals in life, there’s a simple and powerful way to improve your chances of achieving them. Write them down.*

  • Give a star rating to any of the goals listed below and they’ll be added to your goals report.

  • Add your own goals.

  • Click 'Send me my goals' and we’ll email your goals report to you.

LEISURE
PRIORITY
BY WHEN?
NOTES #1
Take an overseas holiday
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Go on an Aussie holiday
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Have an adventure holiday eg, walk the Kokoda Track
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Go on a cruise
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Pursue my passion eg, purchase a piece of art, sign up to cooking classes
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+ Add Goal
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Pay off my debts, big or small
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Set a budget
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Save for something big
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Build an investment portfolio
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Buy an investment property
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Pay off my mortgage
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Be financially independent eg, from my partner, my family
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Live a life of luxury, make working optional
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Top up my super
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Save enough for a comfortable retirement
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Protect my wealth with proper insurance
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Give regularly to a charity
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Start my own charity
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+ Add Goal
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Reduce my work hours
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Further my education / retrain
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Start my own business / side hustle
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Sell my business
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+ Add Goal
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Buy a car
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Renovate the home
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Move to a bigger home
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Retire before I’m too old to enjoy it
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Retire comfortably
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Make a tree change / sea change
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Buy a boat / caravan
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Buy a holiday house
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Have corrective surgery eg, teeth, eyes
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+ Add Goal
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Start a family
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Help the kids get established eg, property deposit
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Send the kids to a good school
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Help the kids through uni
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Plan a wedding
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Look after my parents
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Afford quality aged care
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Leave something for the next generation
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Protect my family with proper insurance
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Get my Will done
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+ Add Goal
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