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Get a financial roadmap

Every financial decision you make could take your life down a different path. We’ll show you different options, and create a financial roadmap to help keep you on track.

Where can a financial roadmap take you?

Once you have some goals in mind, you need a plan to help you achieve them. That’s what a financial roadmap is. We identify key milestones you need to hit, potential speed bumps along the way and different scenarios to get to your desired destination. Once you decide which path you want to take, we can put the plan into action.

Why do I need one?

Having clear goals is one thing, but having a big picture view of how your financial decisions impact each other is another. And it can make a big difference to the end result. That’s why turning to an expert for a clear financial roadmap can not only help you understand when and how you’ll get to your destination – but also gives you the confidence and motivation you need to stay on track.

Let's See How You Fare

Take a look at our roadmap self-evaluation and test to see how far you’ve been in this journey. Just needed you to answer this five simple questions.

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Question 1 of 5

Where you want to go?

Have you listed your top 3 financial goals e.g., Buy a home/property, start investing, saving for a nice holiday etc

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Question 2 of 5

How much is it going to cost?

Have you done the maths to figure out how much you’ll need to achieve these goals? It might be a $60k deposit for your $600k investment property, $500 per month to build your $100,000 share portfolio or $20,000 for a REALLY nice holiday. Understanding the dollars is very important.

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Question 3 of 5

What’s your timeframe?

Do you know when you want to achieve these goals? Buy the house in five years, start an investment fund before you have kids and pay off your mortgage before you retire? By looking at your income and spending habits, you can work out what timeframe is actually possible.

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Question 4 of 5

What if you go off course?

So you’ve got the destination in mind, but have you accounted for pit stops, refuels and detours along the way? Things like having a baby, interest rate rises, redundancy – all of which can affect your ability to stick to your plan.

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Question 5 of 5

What’s the most efficient route?

Have you already decided how much you are going to set aside from your cash flow and your existing assets to go the distance? If you’ve made it this far, well done – you’re serious about getting on the road to financial success.

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You’re at the start of your journey

Identifying what you want and when you want it isn’t as easy as it sounds. Are you chasing security? A feeling of freedom? This might sound pretty deep, but aligning your financial goals with your personal values ensures your roadmap makes sense to you. But what do you have right now? And are you willing to make compromises? Understanding these things will give you a practical view of what’s achievable.

How Finnacle can help

We’ll start with a discovery session to identify your goals and dig deeper to see how they tap into your personal values. You’ll probably be surprised what you find! Our budgeting session will give us a clear idea of your current financial position. So many people don’t have a complete handle on where their money is going – we’ll make sure you do. Now we have all the information, we can start creating your financial roadmap. We’ll assess the possibilities, lay out a timeline and define the areas we can improve right away. But this isn’t just a quick joyride. We want you to know the destination and understand where we think the journey can take you, so we’ll show you your options. The fun starts here!

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You’re at the start of your journey

Identifying what you want and when you want it isn’t as easy as it sounds. Are you chasing security? A feeling of freedom? This might sound pretty deep, but aligning your financial goals with your personal values ensures your roadmap makes sense to you. But what do you have right now? And are you willing to make compromises? Understanding these things will give you a practical view of what’s achievable.

How Finnacle can help

We’ll start with a discovery session to identify your goals and dig deeper to see how they tap into your personal values. You’ll probably be surprised what you find! Our budgeting session will give us a clear idea of your current financial position. So many people don’t have a complete handle on where their money is going – we’ll make sure you do. Now we have all the information, we can start creating your financial roadmap. We’ll assess the possibilities, lay out a timeline and define the areas we can improve right away. But this isn’t just a quick joyride. We want you to know the destination and understand where we think the journey can take you, so we’ll show you your options. The fun starts here!

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You’re at the start of your journey

Identifying what you want and when you want it isn’t as easy as it sounds. Are you chasing security? A feeling of freedom? This might sound pretty deep, but aligning your financial goals with your personal values ensures your roadmap makes sense to you. But what do you have right now? And are you willing to make compromises? Understanding these things will give you a practical view of what’s achievable.

How Finnacle can help

We’ll start with a discovery session to identify your goals and dig deeper to see how they tap into your personal values. You’ll probably be surprised what you find! Our budgeting session will give us a clear idea of your current financial position. So many people don’t have a complete handle on where their money is going – we’ll make sure you do. Now we have all the information, we can start creating your financial roadmap. We’ll assess the possibilities, lay out a timeline and define the areas we can improve right away. But this isn’t just a quick joyride. We want you to know the destination and understand where we think the journey can take you, so we’ll show you your options. The fun starts here!

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You’re well on your way!

OK! It’s clear you’ve got a good understanding of where you want to go and why. But you might need a hand figuring out the impact of potential detours along the way – how life events can affect your ability to earn or save. This is a great place to be, because with just a bit of guidance, we know you’ll be unstoppable.

How Finnacle can help

During our initial discovery session, we’ll discuss your goals and objectives, but we’ll also chat through those potential detours. Things like babies, a career break, buying an investment property, getting married… all the fun stuff! We’ll add these stops to your plan you have an ETA on your financial goals.

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You’re ready to hit the road!

Are you sure you don’t have a financial planner in your back pocket? We love to see people who are motivated to map out their financial journey and set aside reserves for a plan B. But how many potential routes do you have? Do you know which is the most efficient? Life isn’t simple, and exciting opportunities can throw you off course. Could a few tweaks land you in an even better position? A chat with an expert could give you the knowledge you need to kick it up a gear. Let’s get cruising.

How Finnacle can help

We are experts at mapping out the best way for our members to reach their goals, including any life detours that could pop up along the way. This is through extensive financial modelling by experienced advisers using the latest technology. We’ll present you with robust financial models across different scenarios, so you can pick the route that makes you happy and aligns with your values. We believe everyone deserves the opportunity to maximise their personal wealth – and with a little bit of work and motivation, the wheels will be turning on their own. Join us to take that next step.

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What should I do next?

Kick off your free trial today – book your 15 minute discovery call

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Let’s try other subjects

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Get your Loans sorted

Yes, we can even help with your home loan application – whether it’s your first home or an investment property. Our mortgage brokers will make sure repayments fit with your plan.

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Tackle your tax

Maxed out credit cards and overdue interest? That’s a bad loan. An affordable way to own your family home? That’s a life-changing loan. We’re there at every step to help you apply and make it happen.

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