1300 HH WLTH (1300 449 584) info@hhwealth.com.au

Now every person has goals that they want to achieve and dreams they only wish will come true. If you’re serious about reaching your lifestyle goals, it is essential that you take the time to recognise and better understand your financial goals too. 

What do YOU want most in the world right now? Maybe it’s a holiday. Or maybe a great education and lifestyle for your children? Perhaps you are nearing retirement and at the same time want to ensure you can enjoy your dream golden years without running out of money?

No matter what your goals are, managing your money can set you up for true success.

But that doesn’t mean achieving your goals won’t take a significant amount of time, patience, and effort. 

If you are looking for financial freedom, you have to be willing to spend a little bit of time and energy to focus on what matters. For those who are time-poor, it might help to hire a financial planner to guide you along the way. Keep reading to find out why you should set financial goals to direct you towards the life you wish to live.


Should You Set Financial Goals?



When you set specific financial goals (specific, measurable, achievable, and time-based) you can increase your chances of experiencing positive outcomes. Knowing where you want to be and understanding the steps you need to take to get to the end goal helps you stay focused, accountable, and ultimately succeed.

This means that having clear short, medium and long-term goals and objectives can only give you a better idea of your future. 


A Simple 3-Step Guide to Setting and Reaching Your Financial Goals

1. Write out Your Financial Goals

The first step is to write down your goals – whether this is on paper, on your phone, or on a sticky note. Writing your goals down makes them real and holds you accountable.

You may also like to tell close friends and family members about your goals. Speaking them out loud and sharing your goals may just give you the extra motivation to achieve them.

2. Track Your Expenses

If you haven’t already, start tracking all your expenses and create a detailed budget for yourself. 

What’s most important is that you have a financial plan to help you focus on your priorities. It will measure your progress, strengthen your motivation and commitment to your financial future.


3. Seek Expert Guidance

You’ll find you have a better chance of achieving your life and financial goals, by seeking expert guidance from an experienced financial planner. 

A financial advisor can help you with your goals whether that is planning for the perfect retirement, buying a house or investment property, or having the freedom to travel more and work less.

Remember you don’t need to go it alone. No matter what your future goals are, a financial advisor can help you to reach them. This way, you can work together so you feel confident that you are making smart financial decisions. 


Need Financial Advice in Brisbane? 


Naturally, having solid financial objectives is essential to living the life you dream of. Most people seek financial planning services to ensure your efforts, time, and energy won’t go to waste and that you achieve your goals for your future.  

Are you looking to hire the best financial advisor in Brisbane? HH Wealth is dedicated to helping you achieve financial freedom. We provide valuable financial advice and planning to those in need. All you have to do is call 1300 HH WLTH to book a free consultation!

CB Wealth Australian Pty Ltd T/As HH Wealth is a Corporate Authorised Representative (No. 1283595) of Axies Pty Ltd ABN 38 136 704 446 AFSL No 339 384. Chris Holme is an Authorised Representative (No. 1004793) of Axies Pty Ltd ABN 38 136 704 446 AFSL No 339384.

Our Financial Services Guide (FSG) and Adviser Profile contains important information about Insight Investment Services Pty. Ltd., any authorisations and the services we provide. The following link will take you to an electronic copy of the FSG, if you would prefer to receive it another way please contact our office. FSG HERE>