Step Two

Prioritise your goals

So you’ve put your dreams to paper, now it’s time for action!. You’re much more likely to make your dreams a reality if you set realistic goals.

Setting REALISTIC GOALS will help FOCUS and MOTIVATE you!

GS1_G1_WEB READY copy_small

Here’s how!

Here’s how!

Choose top 3 goals

Look at your future dreams and choose the top 3 goals that you’d like to achieve in the next 5 years.  

Choose goals that are relevant for you and your family, and achievable within 5 years (with some work of course!). It’s good to be ambitious, but avoid choosing goals that require too much time or too much money. 

Choose top 3 goals

Look at your future dreams and choose the top 3 goals that you’d like to achieve in the next 5 years.  

Choose goals that are relevant for you and your family, and achievable within 5 years (with some work of course!). It’s good to be ambitious, but avoid choosing goals that require too much time or too much money. 

Put them into a table

Make a simple table like the one on the right. Add in your top 3 goals, how long it will take you to reach them, and how much money you will need to achieve them.

GS2__Top part WEB READY

Add up your goals

Add up the cost of your top 3 goals to find the TOTAL,  just like we’ve done in the example table on the right. 

GS2__Bottom Part WEB READY

Your 5-Year Priority Goal

The TOTAL of your top 3 goals is your 5-YEAR PRIORITY GOAL. This is how much money you’ll need to save to reach all 3 of your top goals. Keep this table safe as you’ll need it for the next step! 

Don’t worry if you’re looking at your goal thinking, that’s such a huge amount – how can I ever save so much?! We’re here to help! 

GS2__G2_WEB LARGE

Put them into a table

Make a simple table like the one below. Add in your top 3 goals, how long it will take you to reach them, and how much money you will need to achieve them.

GS2__Top part WEB READY

Add up your goals

Add up the cost of your top 3 goals to find the TOTAL,  just like we’ve done in the example table below. 

GS2__Bottom Part WEB READY

Your 5-Year Priority Goal

The TOTAL of your top 3 goals is your 5-YEAR PRIORITY GOAL. This is how much money you’ll need to save to reach all 3 of your top goals. Keep this table safe as you’ll need it for the next step! 

Don’t worry if you’re looking at your goal thinking, that’s such a huge amount – how can I ever save so much?! We’re here to help! 

GS2__G2_WEB LARGE

Next steps

You’ve now got your 5-YEAR PRIORITY GOAL so you’re ready to start setting your savings goals!

Next steps

You’ve now got your 5-YEAR PRIORITY GOAL so you’re ready to start setting your savings goals!

Here’s a super easy method to help you do this!

Not sure HOW you’d like your future to look?

Create your dream board!

Here’s a super easy method to help you do this!

Not sure HOW you’d like your future to look?

Create your dream board!

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