• Alison Kaigan

Why are financial goals important?


If you're over the age of 30 and you're working and earning money, you'll most likely have some type of future financial goal. The desire to save for a house deposit, buy a new car, or travel, are some of the most common goals for people in their 20's, 30's, and 40's.

The key to success is in making the financial goal achievable for your circumstances and then setting in place the right system to ensure you realise it. It's a bit like the saying that if you fail to plan, you plan to fail. With planning, virtually anyone can achieve their financial goals without having to make major sacrifices to their current lifestyle.


Simple changes - big results

Most of us know that even the little changes we make can yield big results over time - forgoing buying coffee/breakfast/lunch on workdays can add up to thousands saved in a relatively short time period, for example. While this is true, there are also many other strategies an experienced financial planner can help you find and put into practice. Financial services such as:

  • Helping you to manage your cashflow and budget effectively

  • Helping you to manage debt

  • Investing

  • Preparing for retirement

  • Superannuation


We help make financial goals achievable

One day you're most likely going to want to retire, at least from work you don't want to do! Even if retirement is still a decade or two away, building your plan for retirement into your financial goals now, is the surest way that you'll achieve them all.

At Genki Finance our goal is to help you make your financial goals simple and achievable. Our financial adviser Alison Kaigan loves helping 'everyday' Aussies get the most from their hard earned money so they can enjoy a life they want to live. Get in touch today for a no obligation consult about out how we can assist you.



The views expressed in these blog posts are solely those of the author; they are not reflective or indicative of Licensee’s position and are not to be attributed to the Licensee. They cannot be reproduced in any form without the express written consent of the author.

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