Goal Mapping
Goal Mapping
Goal mapping connects today's cash flows and resources with tomorrow's important goals.
Education
Estimate the future cost of education using an assumed inflation rate and time horizon.
Retirement
Consider desired lifestyle, retirement age, inflation, existing assets and expected savings.
Family Protection
Map liabilities, dependants, emergency reserves and insurance needs.
Tax and estate matters
Tax and legal outcomes depend on the prevailing law and individual facts. Where specialist tax or legal advice is required, investors should consult appropriately qualified professionals.