Goal Setting & Coaching
Define your vision.
We all instinctively understand that achieving meaningful, life-changing results is the product of dedication, hard work, and setting clear goals. Thoughtful forward planning truly pays off.
Naturally, there will be times when you need to reassess and adjust your course, but it's equally important not to let life’s setbacks deter you from pursuing your aspirations.
Having well-defined, passionate goals can be the key to pushing through challenges as they arise. Staying calm, hopeful, and motivated along the way is half the battle.
What drives you?
With over forty years of experience helping clients reach their financial and lifestyle goals, one thing stands out: the power of visualizing a specific goal, committing to it, and backing it up with a detailed action plan.
But where should you start?
Begin by seeking guidance from a trusted Financial Planner or Advisor. In the meantime, here are 25 trigger questions to spark your journey—try answering each with four goals to create your top 100 “dream list”...
How much is 'enough'?
Do all your future plans rely on having a lot more money than you do now? If the answer is yes, it might be time to think carefully about your values so you can put together a realistic financial plan that will bring you closer to the sort of life you want.
Planning for your financial future doesn’t have to be about chasing more money. Achieving a real sense of having enough to feel comfortable and happy is more about understanding what’s important to you and then managing your finances accordingly. So just how much is enough?
Rick Maggi, Financial Advisor, Perth
