What are your financial goals?

Building wealth is a continual process that ensures your financial goals and strategies adapt over the years to your changing needs.

How do you plan your long term wealth strategy?

It is important to analyse your current situation, in conjunction with your goals, and to identify any ‘gaps’ that need to be addressed in order to get you where you want to go. This happens in a couple of ways.

FMG Wealth Strategists - Financial Goals / Planning

Step 1

It is critical to get an accurate picture of your current financial position as a starting point. Equally important, is to identify and clearly articulate your financial goals and aspirations.

Step 2

Develop a financial plan. Bring together your current situation with your goals. Then in an easy to understand format and language, tailor strategies to your individual situation and ensure everything is put in place correctly.

Step 3

Action is required. Your commitment to get started is paramount. Afterall, you want to be Living By Your Design, not someone else’s.

Step 4

Reviewing and revising your plan as life and circumstances change. Always keeping the end goals in place to achieve your long term aspirations.
FMG Wealth Strategists - Financial Goals / Planning

Protect what is most important to you

The need to protect what is most important to you, your income and your family is personal risk insurance. This is a key element of a financial plan. When it comes to retiring, it is better to have enough time to create your best retirement.

The picture

You need to formulate a picture of when you would like to retire, what you might be able to afford to spend in retirement and how much you need to start saving now, (as well as living your life now!). It needs to be specific to your circumstances. And in order to make this possible, it is crucial to have a well thought out plan to reflect the type and quality of your retirement.

What else?

Other considerations that influence more funds available to you, both now and in the future, are things like paying down your home mortgage and other non-deductible debts quickly and efficiently. And ensuring your superannuation is invested appropriately for your individual situation and objectives. Not managing these areas well now may also have big effect on your retirement purse and your retirement lifestyle.

FMG Wealth Strategists - Financial Goals / Planning


These are just some of the questions we find solutions to for clients every day. Retirement and superannuation is not simple, but together we can develop a strategy to ensure your superannuation is properly structured with a strategy to get you where you want to be in life.

We work with our clients to ensure they have all aspects of their goals and aspirations covered to ensure everything is put in place correctly.

If you are unsure of what you have or more importantly NOT HAVE, please contact us. Just call 08 7111 0022 or email info@fmgws.com.au to arrange a time to review where you are and where you would like to be. This is best achieved in the form of our unique ‘Whole Wealth’ strategy session.

One of our clients told us “Clarity and structure with a clear plan is so inspiring and knowing where you are going financially makes everyday like Christmas. What you do today, creates your tomorrow so I’m making the best of my today“.

It’s never too early, but don’t let it be too late. Remember – Action is power!

If this is something that is important to you contact us here.

– Living By Your Design –




Disclaimer: This article is factual information only. It is not intended to imply any recommendation about any financial product(s) or to constitute financial or tax advice. The information in the article is reliable at the time of distribution, but may not be complete or accurate in the future.





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