Getting started
Gaining knowledge
Set your goals
Setting your goals is the fun part - after all, your
financial goals are all about what you want out of life. Start with your
dreams. Then whatever your goals are, you'll need money to turn them into
reality. And that's where planning and investment come in.
You’ve got to have a dream...
|
Can we afford quality education for the
kids?
|
My parents are getting older, I need to
help them out
|
|
Wouldn’t mind taking a year off
work!
|
|
|
When I retire I want to drive around
Australia in a campervan
|
|
|
Will I ever get to Paris?
|
Will I ever get my holiday house?
|
Have a plan and stick to it
You may find that what you want and what you can afford are
two different things! But don’t worry - most of us are in the same boat. So
decide which goals you want to work towards now, and which are for the long
term. Regularly review your plan to make sure your goals are still
current.
Identify your time frames.
Identify your time frames.
| Find out more about investment |
| Download a copy of 'Super made easy' (PDF, 1.6 MB). Find a financial adviser using BT's Adviser Referral Program. Learn about BT's super funds. |
