2020 Guide to Setting Financial Goals

2020 Guide to Setting Financial Goals

How to create financial goals you can actually achieve

2020 Guide to Setting Financial Goals

Taking control of our financial life requires planning, and that starts with setting financial goals. Setting short-term, mid-term and long-term financial goals is an important step towards becoming financially secure and independent.

We all have different financial goals and aspirations in life. Yet often, these goals can seem out of reach. In today’s complex financial environment, achieving our financial goals may not be that straightforward. This is where financial planning is essential to help secure your financial future.



Overhaul your financial plans

Overhaul your financial plans

A financial plan seeks to identify your financial goals, prioritise them, and then outline the exact steps that you need to take… Read More »

Account for everything

Account for everything

Setting financial goals marks the beginning of the financial planning process to help you achieve the objectives… Read More »

How will you go about setting financial goals that you’ll actually stick to?

A new calendar year is always full of hope and promise – a chance to start fresh, which is why many of us take the chance to set financial resolutions.

To discuss your plans for the future and how we can help, please contact Mercier Allen.

To download the full guide please click here.

This guide is for your general information and use only and is not intended to address your particular requirements. It should not be relied upon in its entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts.