Goals - The Client Activity

Your clients will engage with this digital experience which uncovers their most meaningful financial goals.

These insights form a strong foundation for tailored advice that align with what they are saving towards, whether that's retirement, legacy, or lifestyle. This will empower planning that is both purposeful and practical. 

When launching the Goals activity from the Economic Fingerprint, clients will be asked to select the goals that are relevant to them. They can also add their own custom goal.

Clients will be asked a series of questions relating to each specific goal such as their time horizon, contributions, current savings and their current spending.

After your client has completed the data capture around each of their goals, they will be asked to prioritise their goal from their highest to their lowest priority. This will help you in your planning conversation to determine the best structure of their plan, also taking into account their risk comfort and best fit portfolio for them reaching their goal.

Following their goal prioritisation, your client will receive a high level summary of their goals. They will also have the option to make any notes for discussion with you.