Master Financial Goal Setting

Build the foundation skills that turn financial dreams into achievable milestones. Our structured program guides you through proven strategies used by successful planners across Australia.

Start Your Journey

Your Learning Path

  • Foundation Week
    Understanding your current financial position and setting realistic baseline expectations
  • Goal Architecture
    Learn to structure short, medium, and long-term financial objectives that actually work together
  • Tracking Systems
    Build monitoring habits that keep you accountable without overwhelming your daily routine
  • Adjustment Strategies
    Develop skills to modify plans when life changes direction – because it always does
  • Real-World Application
    Practice with case studies based on actual Australian families and their financial journeys
Person reviewing financial planning documents and charts

What You'll Achieve

Clear Financial Picture

Most participants develop a comprehensive view of their finances within the first month

Actionable Goals

Transform vague wishes into specific targets with deadlines and measurable milestones

Quick Wins

Experience progress within weeks through small changes that compound over time

Modern financial planning workspace with digital tools and analytics

Current Market Insights

The financial planning landscape in Australia is shifting rapidly. Interest rates, property markets, and superannuation rules continue to evolve – but the fundamental principles of goal setting remain constant.

Here's what we're seeing across the industry:

  • More Australians are starting their financial planning journey earlier, often in their twenties
  • Technology tools are making tracking easier, but human guidance remains crucial for strategy
  • Flexible goal frameworks are replacing rigid long-term plans as life becomes more unpredictable
  • Environmental and ethical considerations are becoming part of mainstream financial planning

Your Learning Guides

Torben Lindström, Senior Financial Planning Instructor

Torben Lindström

Senior Planning Instructor

Torben has guided over 800 individuals through their first financial planning steps. He specialises in helping people who feel overwhelmed by money decisions break everything down into manageable pieces.

Ava Kowalczyk, Goal Setting Specialist

Ava Kowalczyk

Goal Setting Specialist

Ava develops the frameworks and tracking systems that make financial goals stick. Her background in behavioural psychology helps participants build habits that last beyond the program.