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Financial Goals for 2025

It could be a new years resolution, it could be a long term goal.

Either way, 2025 is just beginning and it’s time to focus on your financial goals.


Financial goals are always around and always changing. But with the birth of a new year, and its accompanying resolutions, the spotlight is fixed on financial goals.

ASIC’s Moneysmart has compiled some fascinating statistics in its new article ASIC’s Moneysmart encourages Australians to stick to their financial goals in 2025 (25-002MR). Their data suggests approximately 52% of Australians set new year’s resolutions about their finances, but only about 12% actually manage to complete their resolution. However they haven’t stopped there. Moneysmart has also researched the barriers to completing financial resolutions, these included;

  • lack of motivation

  • lack of knowledge

  • lack of time

While these are far from ideal. They are also, a relatively easy fix.

Independent Financial Advice.

Financial planners are uniquely positioned to help you overcome these barriers. Your initial motivation can get you through the door, from there your financial adviser has the knowledge needed to help you meet your goals. Additionally their expertise and the plan they develop for you will save you time and resources.

Independent Financial Advice is all about ensuring that the advice provided is in the clients best interests. No conflicts of interest, no commissions, just the best options for clients. An independent adviser should be able to get straight to the heart of your financial situation and how best to achieve your goals. They have the knowledge and resources to select appropriate advice for you, and cut through the complexity, so you know exactly whats happening with your money. They will also assist you with implementing the advice provided, saving you time and energy.

If you want to meet your financial goals for 2025 we recommend that you direct your attention to selecting the right financial adviser.

With the right advice, financial freedom, stability, and confidence are yours for the taking.


If you would like to spend less of 2025 worrying about your money, contact us.

We worry about your money, so you don’t have to.