THE WOMAN SERIES // Financial Goal Setting

HomeEventsBe The Boss Of Your Finances and Your Life

Financial Goal Setting


Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?

DOWNLOAD budget workbook DOWNLOAD budget workbook


Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:

  • What is a Financial Goal?
  • Do you have Financial Goals?
  • Where do you want to go and what do you want to achieve?
  • Setting timeframes
  • How to price out your goals
  • Follow the SMART methodology (specific, measurable, achievable, realistic, timely)



Receive award-winning information from Shannon Smit, financial adviser and winner of Women In Finance Financial Adviser of The Year 2021 and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite you to join our free webinar series and take control of your finances, regardless of your age or financial position.


The Latest

6 May

B.I.T.E Business Conference 2025

ALL DAY CONFERENCE @ Mornington Racecourse
6 May 2025 - 8:30am - 5:30pm

In today’s fast-changing world, staying competitive means embracing new trends and technologies. At B.I.T.E. Conference 2025, you'll discover groundbreaking strategies and tools—like A.I. and robotic process automation—designed to help you navigate and succeed in the evolving business landscape.


READ MORE READ MORE
2 Apr

Payday Super: Changes for Employers

Treasury has released exposure draft legislation for Payday Super that will require employers to pay superannuation at around the same time as salary and wages are paid to the employee. The changes are proposed to commence from 1 July 2026.


READ MORE READ MORE
2 Apr

Episode 19: Building Your Future - Property Investment with Super

Shannon Smit dives deep into the compelling world of using self-managed super funds (SMSFs) to invest in property. With her signature energy and expertise, Shannon explains the mechanics of SMSFs, contrasting them with retail and industry super funds, and revealing the unique power they offer individuals to take control of their financial future.


READ MORE READ MORE
31 Mar

Episode 18: From 2 to 10 - Building a Self-Sufficient Property Portfolio

What does it take to turn a modest property portfolio into a self-sufficient powerhouse? In this episode of The Accountant That Builds, Shannon Smit invites you into the fascinating journey of property investment, revealing the key steps, strategies, and mindset shifts that can transform two properties into a thriving, cash flow-neutral portfolio.


READ MORE READ MORE
26 Mar

Federal Budget 2025/2026

The Government’s big moment in the 2025-26 Federal Budget was the personal income tax cuts. Income tax cuts are a dazzling headline but in reality they deliver a tax saving of up to $268 in the 2026-27 year, with a tax saving of up to $536 from the 2027-28 year.


READ MORE READ MORE
11 Mar

Your 2025 EOFY Game Plan

Smart and strategic tax planning for business.


READ MORE READ MORE