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About Us

Working Together for your Financial Freedom.

We are your local team, focussing on a close partnership with you to improve and protect your lifestyle, by providing personal, practical and innovative advice so you can enjoy life’s priorities. Our Goal is for you to reach Your Goal.

Today’s complex and uncertain investment markets can make it difficult for individuals to select and manage their investments in an educated and consistent manner. Yet, financial security is vital to support quality of life – not only now, but in the many years to come.

In fact, many people fail to realise that their financial plan (or lack of a plan) can be more important than returns from the underlying investments that they select.

This is where good advice from qualified financial planners can translate into a secure, well understood and prosperous future. At Goal Financial Services we have the expertise to help you to understand your options and take control of your financial future.

 

Our commitment to you:

  • We will always ensure your interests will come first at all times
  • We will treat you fairly, as we would want to be treated ourselves
  • We will tell you what we will do and what we will not
  • We will be friendly, courteous and responsive
  • We will act with integrity, honesty and openness in everything we do for and with you
  • We will be totally transparent with regard to our dealings with you
  • We will absolutely respect your confidentiality
  • We expect to develop a long-term partnership with you, to help you achieve your lifetime goals
  • We will aim to meet agreed deadlines and where we cannot we will update you as early as possible
  • We measure our success based on your satisfaction of our services.

Investment Beliefs

We believe that the key to success when investing for long-term financial independence is a disciplined process. Most of the time there is no need for expensive active management strategies and we believe that the best results come from sensible diversification and risk management, at a reasonable cost.

Our service is designed for people who want to make their finances as efficient as possible but who do not have the time, knowledge or inclination to do it on their own. By understanding your ambitions, aspirations and fears, Goal Financial Services can help ensure that your finances do what you need them to do, both now and long into the future.

Our approach to investment is built on academic research, not flavour of the month fund picks, fashion fads or the amount of remuneration payable. We build diversified portfolios, tailored to satisfy your appetite for risk and reward. A further fundamental aspect to our beliefs is the need for regular, structured reviews to rebalance portfolios as markets adjust from agreed parameters. 

Our Style

We believe in friendly and efficient professionalism. We want to hear from our clients regularly to understand their hopes, dreams and aspirations. We enjoy what we do for and with our clients and take pleasure in helping them to achieve their goals. Our aim is to work as one with our clients to develop a Financial Plan that will enhance their financial future.