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Insurance
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Our Team
Insights
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- Resources
Contact

Financial literacy

Understanding you

Goals mindmap

"*" indicates required fields

First name*

Last name*

Email*

Phone*

Relationship Status

Age

What does financial fulfilment/success look like to you?

What do you think you are currently doing well, regarding your finances?

What do you think you need to improve on, regarding your finances?

What do you need to let go of (what are you doing that is sabotaging your financial situation)

What are your financial motivations / what drives you?

Are the following important to you?

Pay off Mortgage

Yes

If Yes, how much, how soon, how important is it to you?

Renovate the house

Yes

If Yes, how much, how soon, how important is it to you?

Upgrade/buy a new car

Yes

If Yes, how much, how soon, how important is it to you?

Buy a/another investment property

Yes

If Yes, how much, how soon, how important is it to you?

Start a regular savings/investment plan

Yes

If Yes, how much, how soon, how important is it to you?

Buy a house

Yes

If Yes, how much, how soon, how important is it to you?

Worry less about money

Yes

If Yes, what does money worry mean to you?

Have/save more money/understand my expenses

Yes

If Yes, please explain why this is important to you and what are your goals?

Pay less tax

Yes

If Yes, are you open to changing structure?

Refinance our mortgage

Yes

If Yes, please explain why?

Consolidate our debts

Yes

If Yes, how much, how soon, how important is it to you?

Retire/Retire as early as possible

Yes

If Yes, how much, how soon, how important is it to you?

Downsize ready for retirement

Yes

If Yes, please explain why this is important to you and what are your goals?

Consolidate super/make sure its working hard for my retirement

Yes

If Yes, what do you think your next step with Super is?

Protect my family in the event of illness/sickness

Yes

If Yes, please explain why?

Up to date Wills including Power of attorney

Yes

If Yes, please explain why?

Start/add another member to our family

Yes

If Yes, please explain why?

Put our kid/s through private schools/uni education

Yes

If Yes, how many children by when, how much p.a. and for how many years?

Help our kid/s buy a home

Yes

If Yes, what is the deposit you were hoping to achieve and by when?

Set our kid/s up financially

Yes

If Yes, how much, how soon, how important is it to you?

Spend more time with family and doing things I love

Yes

If Yes, why is this important to you?

Assist my parents/partners parents transition to an aged care facility

Yes

If Yes, how much, how soon, how important is it to you?

Regular Holidays

Yes

If Yes, how often and how much is needed p.a.?

Plan for a once-in-a-lifetime holiday

Yes

If Yes, how much, how soon, how important is it to you?

Do some charity work

Yes

If Yes, which charity and by when?

Be able to donate to a cause I believe in

Yes

If Yes, how much and when?

Do an “I’ve always meant to get around to…” item

Yes

If Yes, what is it and by when?

Be able to be involved in a creative art

Yes

If Yes, how much, how soon, how important is it to you?

Learn a new skill

Yes

If Yes, what is it, by when and why is this important to you?

Commence a healthy living plan

Yes

If Yes, what is the next step and when will you commence?

Commence some study/education

Yes

If Yes, how much, how soon, how important is it to you?

Do you need an accountant

Yes

If Yes, we will contact you!

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Stream Financial Pty Ltd
ABN 48 154 256 818
Corporate Authorised Representative No. 416793
Suite 11-14, 100 Burnett St
Buderim, QLD, 4556
PO Box 1994
Buderim, QLD, 4556

GPS Wealth Ltd
ABN 17005482726
AFSL 254544
Head Office Level 15, 115 Pitt Street
Sydney, NSW, 2000

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Stream Financial acknowledges the Traditional Owners of Country throughout Australia and recognises the continuing connection to lands, cultures, and communities. We pay our respect to Aboriginal and Torres Strait Islander cultures; and to Elders past and present.