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Goals

Here’s a master list of common financial goals that we can help you to achieve.
Are there any goals here that are important to you? Please contact us if you find your goals in the list.

  1. To pay for personal self-improvement (e.g., go back to school, learn a skill)
  2. To experience the excitement of investing
  3. To pay off my mortgage(s)
  4. To start a new business
  5. To buy a house
  6. To help pay for my child’s/children’s education
  7. To stop working and do something I love
  8. To be able to travel
  9. To relocate in retirement
  10. To care for my aging parents
  11. To give to charity or other causes I care about
  12. To be prepared in case of unexpected illnesses or events
  13. To maintain my current lifestyle in retirement
  14. To feel secure about my finances in retirement
  15. To feel secure about my finances now
  16. To leave an inheritance to my loved ones
  17. To retire early
  18. To be better off than my peers
  19. To not be a financial burden to my family as I grow older
  20. To fund aged care
  21. To manage my debt
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