Does taking time out of your usual routine to explore what’s important to you sound tempting?
After more than five years since last receiving advice, one of our clients Joanne thought it would be a good idea to see her adviser, particularly as she was thinking about retiring. He suggested she come in to explore her goals and as soon as she walked into the office she knew this was going to be different … in a good way.
We call it Goals 360 and you may have heard us talk about it already or seen ads on TV.
See what it’s all about
Everyone has goals, but sometimes getting started can be the hardest step. We've created a video that shows what to expect from a Goals 360 experience and how we help you explore, plan and track, and ultimately reach your goals
If you'd like to explore your goals, get in touch to set up a time.
And if you have family or friends you think may benefit from having a goals conversation with us, simply forward them the video link so they can see for themselves. Talking to a financial adviser can help make things clearer, set you on the right path and keep you on track.
We asked Joanne how Goals 360 compared to her previous advice experience. She gave a great analogy saying it was like comparing 2D to 3D. So while her first advice experience was positive, this time it was more rounded and holistic, squarely focused on her.
No matter how simple or complex the situation or how big or small your goal, we’re here to help.