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Goals-based investing

Are you meeting the investment goals of your clients?
As an adviser you are in a privileged position to help clients fulfil their life goals and ultimately make them happy. Goals-based investing is about developing a deep understanding of a family’s current and future liabilities and constructing a portfolio, using a mental accounting framework, to help them achieve their financial goals.
Goals-based investing
Are you meeting the investment goals of your clients?
As an adviser you are in a privileged position to help clients fulfil their life goals and ultimately make them happy. Goals-based investing is about developing a deep understanding of a family’s current and future liabilities and constructing a portfolio, using a mental accounting framework, to help them achieve their financial goals.
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AMP's Australian operations are bound by the current Australian privacy legislation which outlines how organisations should manage and use personal information collected and held about their customers. AMP Privacy Policy

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An introduction to goals-based investing

This video must be taken in its entirety and any given chapter viewed in isolation does not represent the entire message.