Our goals will determine why we are investing in the first place:
Are we saving for a deposit on a house?
Are we building a nest-egg for retirement?
Are we aiming to preserve the real value of our capital over our retirement?
Do we want to maximise our retirement income?
There can be many types of goals and many different reasons for creating them. Clearly articulated goals will provide us with focus to help make the right choices when it comes to our investment decisions.
These goals are best created and maintained as part of a documented financial plan, and that's exactly what we provide