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  • Debt consolidation and management
  • Gearing
  • Investment
  • Mortgage Broking
  • Motor Vehicle Finance
  • Serviced Office Facilities

The key to a life of financial improvement lies in developing a plan for growth and following through with it.

Growth does not happen by chance. If you want to be sure to grow, you need a plan — something strategic, specific and scheduled.

For a successful plan to work you need to set clearly defined and realistic goals that will help you to achieve those goals. It all starts with knowing exactly where you are today financially and having a clear idea of where you want to be in the future.

At AGN we will help you to develop a customised strategy based upon your financial goals, your investment time-frame and your willingness to implement the plan.

In formulating your personal plan, we will:

  • Help you to define your objectives
  • Assess your current situation
  • Choose appropriate investments
  • Assess the need for gearing
  • Address tax-planning issues

A core element to managing your personal growth, is utilising a robust administration platform to assist in managing your portfolio strategy.

Your accountant can design a tax effective plan and an income strategy, which is tailored to your individual circumstances.

In addition, through personal growth strategies, we can help you to:

  • Control your cash flow so that you can achieve your lifestyle goals and objectives whilst being flexible enough to maintain an enjoyable lifestyle.
  • Consolidate your debt and develop a strategy to build your retirement savings.
  • Reduce inefficient debt (Home Loan) quickly and then use debt efficiently (Investment Loan) to create wealth.
  • Assist with creating a portfolio of income streams that reflects the risk level and potential returns you will require to achieve your lifestyle goals.
  • Seek opportunities that are tax-effective.

Here are a few tips on setting goals:

While they're all important, by far the most important of these tips on setting goals are aligning goals with your priorities and writing them down.

Choose Goals Aligned With Your Priorities:

Before you begin setting goals, identify your priorities. (Here are a few ideas: write a personal constitution, list your highest values, or identify the most important roles you play in your life). Your goals should flow naturally from your priorities. This is the most important of all my tips on setting goals.


Many people rush into setting goals simply to have a goal, and later find these goals pull them away from their highest priorities. For example, if you want to "be a great golf player" by playing all weekend and you don't see your family on the weekends for six months, that goal may actually violate one of your highest priorities. So, in short, choose your goals wisely because they will drive your behaviour.

Focus - Create No More Than Four Goals:

When you identify goals aligned with your highest priorities, focus as much as possible. Three or four goals are good for annual planning. Any more than that and you lose your focus and will wind up scattering your time and resources. Laser-like focus on a few goals will yield amazing results over time.

Set Goals for Strengths and Weaknesses:

We often gravitate during goal setting to fixing weaknesses, however using your strengths yields more impressive benefits in terms of performance and satisfaction. So, if you need to fix a problematic weakness, do so. However, focus more on harnessing, growing, and polishing your strengths.

Write Your Goals Down:

Writing goals down is also one of the most important of all the tips on setting goals. It sounds obvious, but most people walk around with loosely defined goals in their head, but never actually commit them to paper. Writing them down makes them more real, helps you mobilise and focus resources, and reminds you of them when you forget you ever made them in the first place. If you ignore all of the other tips on setting goals, remember this one:

Writing your goals down dramatically increases your odds of achieving them.

Visualize It:

Once you set a goal, identify as clearly as possible what success looks like. Imagine as many details as possible in your picture of success. The more clearly you can "see" your goal, the more likely you will achieve it. Your vision, too, is something you will want to write down.

Review Your Goals Often:

Writing them down and never looking at them again is NOT beneficial. I recommend setting personal goals annually, doing a quarterly life review, and then using your goals to guide you in your weekly planning.

Don't Make it More Complicated Than It Needs to Be:

Yes, these tips on goal setting are all important. But, at the end of the day a goal is simply a tool to drive behaviour. That's it. The important thing is set your intention, write it down, and return to it frequently to measure your progress.