Achieve your financial goals Achieve your financial goals Achieve your financial goals

Achieve your financial goals


Saxo Group

Summary:  Without a destination, you cannot make a plan. That is why you need to consider setting your financial goals. Defining your goals can help you prepare for your future.

You may want to start saving for your next big trip in 10 years, grow your retirement savings, start your own business, or secure your children’s future. Each of those are exciting goals, but they require different strategies to achieve.

Deciding on your financial aspirations is easy. Working out how you achieve your financial aspirations can be more challenging. This is where SaxoWealthCare comes in. You tell us your goals, and our innovative  technology will create a personalised portfolio to help you increase your chances of achieving your goals.

Here are 5 benefits of setting financial goals:
Benefit 1: You make the right plan

Once you define your goals, SaxoWealthCare will design a plan focused on helping you to achieve them.

Benefit 2: You understand your priorities

Life is full of distractions. Between family, work, friends, hobbies, and everything else, it is hard to take the time to consider what really matters to you. When it comes to financial goals, there may be an endless list, and it can be challenging to know how to achieve them all.  It is important to reflect on what your highest priority life goals are. Only then can you identify what matters most.  It is these goals which can be used to drive your life plan.

Benefit 3: You stay motivated
A trip is a lot more fun when you are excited about your destination. Working towards a financial goal that is truly important to you, gives you more motivation to see it through. Whether it is a short-term goal, like paying off debt, or a long-term goal, like saving for retirement, you are less likely to give in to the temptation to splurge on unnecessary costs along the way. And as you get closer to reaching your goal, your motivation continues to grow.

Benefit 4: You feel accountable
While motivation is one way to stick to your plan, accountability is another. When you set specific and measurable goals for yourself, you feel personally invested. When you have a tool like SaxoWealthCare to keep track of your progress, this can help you feel even more committed to your plan.

Benefit 5: You gain a sense of achievement

Reaching your financial goals takes effort and discipline. When you take the right steps to achieve your goals, it is worth celebrating – both the big and small wins. Some goals are accomplished quickly, and others require more time. As you reach the key milestones you set along the way, reward yourself. It is hard work to reach your financial goals, so have some fun too by celebrating your achievements.

SaxoWealthCare will help you to build your own personalised investment plan to help you achieve your financial goals. When your plan is off track during times of market turmoil and you experience losses, the digital assistant of SaxoWealthCare will help you bring your plan back on track.

Once you have built your personalised plan with your financial goals, SaxoWealthCare starts tracking your progress and helps you visualise how to get back on track if needed

However, long-term planning is harder than it seems because your goals change over time. Your goals today might be questionable or unclear. Later on they may become more or less important. Don’t worry, you can always adjust your goals and change your plan accordingly.


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