Values & Goals form

This is your space to get clear on what truly matters to you and where you want your money to take you

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Your values & priorities

Before we talk numbers, we want to understand what truly matters to you. Your values shape your goals, and your goals shape your financial strategies.

What matters most to you in life right now?*

This is your chance to zoom out before we zoom in. Think about the things that make your heart sing! (e.g., spending time with family, travel/cultural experiences, long walks on the beach, dining out at your favourite restaurants, charity work, supporting your loved ones, watching your favourite sports team etc.)

What motivated you to seek financial advice at this stage?*

Something nudged you here - a goal, a worry, a “surely there’s a better way” moment. Spill the beans so we know what’s driving your desire for growth.

What financial habits or patterns would you like to improve?*

We all have “growth areas.” This is a judgement‑free zone, just tell us what you’d love to get better at.

What are the core outcomes you want your financial plan to achieve?*

Think of this as your wishlist. If your money could behave exactly how you want, what would it be doing for you?

How are you motivated?*

Internally driven - you set yourself goals and are motivated to achieve them or, Externally driven - you seek guidance and accountability from outside sources to keep you on track

Investments (shares, property and super)

This section helps us understand how you think about growing wealth - your appetite for growth, your comfort with risk, and the role you want investments to play in your future.

What investment steps are you currently taking towards your goals?*

Share your action plan! (e.g., saving, investing in shares/property, building your knowledge/career etc.)

Are you confident in articulating your current investment strategy?*

How important is property ownership in your long‑term strategy?*

Some people dream of a home with a lemon tree and pool in the backyard. Others want a portfolio. Some want both. Where do you sit?

Are you planning to buy a home, upgrade, or invest in property in the next few years?*

I would like to buy my first home to live in

I would like to upgrade my home

I would like to invest in property

I would like to purchase property in a Self-Managed Super Fund

I have no property goals in the foreseeable future

How important is it that your investment portfolio reflects your values and ethics?*

Debt & mortgages

This section is all about understanding how your debt fits into the bigger picture of your wealth‑building journey. Whether you’re dreaming of paying off your mortgage early, restructuring for smarter tax outcomes, or using debt strategically to accelerate your growth, we want to know what “winning” looks like for you.

How do you feel about your current mortgage or debt levels?*

Whether you’re cool and collected or quietly wishing the numbers were smaller, your emotional read helps us design a strategy that feels empowering, not overwhelming.

Do you have a plan to strategically pay off your mortgage?*

Some people want the mortgage gone yesterday. Others prefer to let it simmer while their investments grow. Wherever you sit, your preference helps us shape a plan that matches your ambition.

How confident are you that your current loan structure is tax‑efficient and aligned with your goals?*

Loan structure can be a secret weapon for tax efficiency (or a missed opportunity). Your confidence level helps us see whether you’re already optimised or ready for a strategic glow‑up.

Insurance & personal protection

Protecting your wealth is just as important as growing it. These questions help us understand what you want safeguarded if life throws a curveball.

If something unexpected happened, what aspects of your lifestyle or family situation would you want protected?*

Who relies on your income now or in the future? This isn’t about doom and gloom - it’s about making sure life stays manageable if things go sideways.

Do you currently have personal insurance (life, TPD, trauma, income protection)?*

A simple “yes,” “no,” or “I think so but I’m scared to check” works.

How confident are you that your cover is appropriate?*

Gut feelings count. If something feels off, it probably is

Cashflow, lifestyle & fun

Money isn’t just for the future, it’s also for living well now. This section helps us understand your lifestyle, spending patterns and the experiences you want to enjoy along the way.

What are your non‑negotiables when it comes to spending on enjoyment, family or experiences?*

Your joy matters. Tell us what stays in the budget no matter what.

Who relies on your income now or in the future?*

Kids, partners, aging parents, pets with expensive taste - tell us who depends on you.

What lifestyle upgrades or “fun goals” would you love to achieve in the next 1–3 years?*

Think holidays, hobbies, renovations, or that thing you keep saying you’ll do “one day.”

How would you describe your current cashflow?*

Do you have budgets and savings systems in place? Are you the “I track everything” type or the “where did my money go?” type?

What would make you feel more in control of your day‑to‑day finances?*

I need more structure to my cashflow

I need better visibility of where my money goes!

I would like to feel less guilty about spending

I need more automation of my cashflow and savings

I am a rockstar budgeter already!

Tax strategy & structuring

Paying tax may be inescapable, but overpaying is optional.

Do you feel like you're currently making the most of available tax strategies?*

Think of this as a vibe check for your taxes. Are you cruising along feeling like a strategic genius, or quietly wondering if you’re sending a little too much to the ATO each year?

Do you have a plan for managing tax as your income grows?*

It's the classic grow getter problem: more income, more complexity. Let’s get ahead of it before it gets ahead of you.

Do you have any concerns about how much tax you're paying?*

Shares, property, side hustles, bonuses - if it earns money, it probably has tax implications. Let’s make sure they’re working for you, not against you.

Long‑term & retirement

This is where we zoom out and design the future you’re working so hard for.

At what age would you love to have the option to stop working?*

Keyword: option. You don’t have to retire then - just be able to.

When you picture your ideal retirement, what does it look like?*

Beach? Bush? Europe? A hobby farm with llamas? Go wild - this is your vision.

How much would you need annually to fund your ideal retirement?*

Think in today's dollars (i.e. $1 in 10 years time is still the same as $1 today)

How confident do you feel about your current superannuation strategy?*

Super can be, well, super confusing. Do you feel confident, curious, or completely winging it?

How confident are you that your wealth will be passed on smoothly and tax‑effectively?*

A little planning now saves a lot of headaches later. How much does this worry you?

Thank you!

Please proceed to book in your follow up Goals & Strategy meeting - you'll be redirected to the booking page on submission.

Start with what matters most