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Let's achieve that dream you have!

We believe that the reason some of us don't reach our goals is that there is a lack of understanding between a dream and a goal.

You may have a dream to retire comfortably but have no plan of what steps you have to take in the short-term to make that dream a reality.


To help with this, we recommend using SMART goals which are:


SPECIFIC - what do you want to achieve?

MEASUREABLE - how will you know when you have achieved this goal?

ACTIONABLE - what steps will you take to achieve it?

REALISTIC - is it possible to achieve the goal in the alloted time if you take the steps you have outlined?

TIME BOUND - by when do yo want to achieve this goal?


Using this to write your goals will give you much more chance of reaching them, whether they are personal goals like weight-loss, or financial goals.


An example of a financial goal is that you may want to achieve is to "pay off debt". The goal should be a lot more specific and SMART, for example "I will pay off the Mastercard by 30th September by paying off an extra $200 per month onto the card".


Follow these steps to get started:


1. Take the time to think about what your longer-term dreams are and write them down

2. Determine what short-term goals you need to achieve to make this a reality

3. Make each goal a SMART goal

4. Track your progress monthly and adjust as necessary

5. Talk to us if you need any guidance or accountability



The Next Step Financial Group Pty Ltd, ABN 50 163 965 946 is an Authorised Representative of Count Financial Limited. ‘Count’ and Count Wealth Accountants are trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count.


General Advice Warning

This document contains general advice. It does not take account of your objectives, financial situation or needs. You should consider talking to a Financial Adviser before making a financial decision.

© 2021 by The Next Step Financial Group Pty Ltd.  

Our Financial Services Guide (FSG) can be accessed here

The Next Step Financial Group Pty Ltd ABN 50 163 965 946 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.