Goals based advice: Its not all about returns

Goals based advice

Join us as we break down the essence of goals-based advice, why setting personal goals matters, and how this method offers a holistic approach to financial well-being.

We'll also explore the limitations of return-focused approaches and explain why they fall short in today's dynamic financial landscape.

Tune in for expert insights on crafting a financial journey that not only aims for impressive returns but also centers around achieving your most meaningful life goals.

Remember, it's not just about the numbers; it's about crafting a financial path that resonates with you!
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Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.