(08) 9417 3881

Strategy & Goal Development

action activity ballsThe importance of writing down your goals largely lies in increased accountability and commitment. The positive effect being that you are likely to achieve significantly more than if you did not write them down. By being able to view and track your progress any time via the R&R Wealth Portal, you will be more likely to reach your goals!

R&R Wealth Solutions is high skilled and attuned at assisting our clients in identifying and quantifying their goals. It is important these are measurable, as well as identifying a priority and desired timeframe.

Effective goal setting is key to formulating a sound personal financial strategy which will provide the foundation for your future prosperity.  It is about establishing a long term plan with specific actions that can be implemented today and in future.


 

blonde hair blur daylight

Armed with information on your goals, we then conduct research to formulate your personal financial strategy and document our recommendations in your financial plan. This will answer some of the big questions you may have, such as:

  • How much money will I need to retire comfortably?
  • How can I save more of my income?
  • What should I be doing with my surplus income?
  • Should I be investing to fund a private school education for the kids?
  • When can I be debt free?
  • How soon can I own my home?
  • Should I have a Self Managed Super Fund?