Goals turn plans into progress

Every great outcome starts with a goal.

Setting clear goals transforms investing from something abstract into something personal. Whether you’re saving for your first home or building towards retirement, having a defined destination makes every contribution feel worthwhile.

Stay Motivated

It's easy to second-guess yourself when things feel uncertain. A clear goal keeps you anchored to what matters — reminding you why you started and giving you the confidence to stay the course.

Measure Progress

You can't celebrate what you can't see. Goals give you a way to track your journey, not just your balance — turning the distance between now and your future into something measurable and rewarding.

Make Better Decisions

A goal is your filter for every decision. When you know what you're working towards, it's easier to cut through the noise and make decisions that actually move you closer to where you want to be.

Build Confidence

Confidence comes from knowing where you're headed. When your money has a plan, you don't have to think about it as much — leaving more headspace for everything else in your life.

Find the right goal for you

First home deposit

Target $120,000 by June 2027

$43,500$120,000

CurrentTarget

First Home

Your first set of keys starts here. Set your deposit target, see exactly how much you need to save, and track your progress as your future home gets closer — one contribution at a time.

Explore First Home strategy See if you're on track

Setting your goals

See if you’re on track

Select your goal

Start by choosing the goal that matters most to you right now — your first home or your retirement. You can always come back and set a new goal when you're ready.

Goal details

Enter your target amount and when you'd like to reach it. Not sure how much you'll need? Use our calculators to help figure out the right number for you.

Customise your goal

Give your goal a name and a face. Adding a personal touch makes it feel real — and keeps you motivated to reach it.

Track your goal

Watch your progress in real time. See how your contributions and returns are moving you closer to where you want to be.

Working with an Adviser
to set your goals

Not sure where to start? An Adviser will take the time to understand what you’re working towards, help you set a realistic target, and put a plan in place so you can move forward with confidence.

Talk to an Adviser

Understanding your goals

It starts with a conversation about what you want to achieve. Your Adviser takes the time to understand your situation, your timeframe, and what reaching your goal would really mean for you.

Building your plan

Once your goal is set, your Adviser helps you work out how to get there — choosing the right investment approach to match your target, your timeline, and your comfort with risk.

Keeping you on track

Goals change, and life does too. Your Adviser checks in regularly to make sure your plan still fits — adjusting as your circumstances evolve so your goal stays within reach.

Expert advice, when you need it

You don’t have to figure things out on your own. Connect with an Adviser who understands your goals and can help you make confident decisions along the way.