Goal Setting
Goal setting provides clarity and a clear direction for each client’s financial future.
Financial goal setting is more than a set of targets to achieve. For clients, it is achieving outcomes that provide clarity, peace-of-mind, and understanding of how they will optimise their financial future and lifestyle. It encompasses their private and professional lives.
At EWK we specialise in assisting clients to fully consider and develop their short and long-term goals. This helps clients to visualise their goals and make them tangible.
The benefits developing the Statement for the client and their family are:
We take a long-term focus and assist clients to fully examine topics such as:
- Their lifestyle goals.
- The outcomes which provide them with peace-of-mind.
- What their retirement will look like.
- Maximising wealth for retirement.
- Family priorities and supporting vulnerable members.
- Exiting their business or transitioning from employment.
- Wealth creation and protection.
- Estate planning outcomes and ownership of assets. Ensuring all assets are tax effective and liabilities are minimised.
- What their legacy will be.
Clients often have a general understanding of what they are looking to achieve with their finances, and what they want their future lifestyle to look like. But being busy and given the endless distractions of modern living, they haven’t made the time to fully document what they want to achieve.
The EWK approach to goal setting makes a client’s goals and intentions, tangible and actionable. Clients have certainty about their future direction and can get back to their busy lives knowing their financial future is in capable hands.