The concept of Goal Tracking starts with setting a predetermined financial goal at some time in the future (eg. Retirement).

It is important that this goal is arrived at after taking into account a number of factors, such as the amount of capital required to achieve your retirement income, provision for inflation, lifestyle goals and your likely lifespan.

Once a meaningful target has been set it is of no value unless you can track your progress towards it, to ensure that you attain or exceed your predetermined financial goal.

We recommend that you measure your position against your target regularly and talk with your planner if any goal or strategy needs to be altered. It’s similar to an athlete that has a goal to compete in the Olympics. To maintain the focus and motivation they need a personal trainer.

At Lifetime Financial, we specialise in coaching you to achieve your financial, lifestyle and retirement goals. In today’s environment of complex legislation and regulation, we provide simple and effective solutions that give you control of your money and your financial well-being.