Setting financial goals will help you take control of your financial future.

Financial goals can be short term or long term, small or large, but they all need to be achievable. The first step to getting sorted is to work out where you want to be financially and what your priorities are.

Some common financial goals include:

  • A dream vacation
  • A new home
  • Saving for education
  • Saving for retirement savings
  • Purchasing an investment property
  • Leaving a family inheritance

Prioritise each of your personal goals in order of importance, and then determine how long you have to save for each of them. Retirement could be many years away, but your short-term goals could be in a year or two.

National Financial Advisors are here to help you achieve your goals. Whether it's starting a family, buying your first home, or planning something as simple as a much-needed getaway, our planners make organising your finances easy so you can save for whatever it is you may want, without a considerable impact on your current way of life. Contact us today.

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Testimonials

"Dealing with Michael was an absolute pleasure. He did not only get our super and life insurance sorted but was also able to help us wipe a $55,000 credit card that had been haunting us for years. Seeing Michael was one of the best decisions we ever made and we will be definitely recommending him to all our family and friends." - Selwyn & Jenny, QLD
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"National Financial Advisors has changed my life! My wife and I went from being behind every month in our repayments and almost losing our home, to saving thousands every month, we're on our way to achieving financial goals that we never thought would be possible." - Michael & Jennifer, VIC
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"Thank you to Peter and the team at National Financial Advisors. You've helped us get our affairs in order so that we can go into retirement comfortably and sustain our retirement lifestyle knowing that when the time comes, our children and grandchildren will inherit what is rightfully theirs whilst paying the minimum amount of tax possible." - James & Mary, NSW
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