Dream Goal Planning Service

Simply put, dream goal planning is an exercise to achieve long-term or short-term goals through systematic investments and thoughtful financial planning. Financial advisors help you achieve these dreams by identifying and prioritising your goals, analysing your financial situation, and developing an appropriate execution plan.

Yes, dream goal planning includes both short-term and long-term goals. You can make a plan for long-term goals such as purchasing a home or a sports car, as well as short-term goals such as travelling to Switzerland or buying your favourite luxury watch. However, the amount and duration of investments may differ between long-term and short-term plans.

The amount of investment is solely determined by the type of objectives. If you want to buy a house, you will need to invest more than you would for a laptop. Similarly, the amount of investment will be determined by the amount of time remaining for your goals. In nutshell, when it comes to goal planning, there is no such thing as a fixed, minimum, or maximum investment amount.

You can put your faith in our dream goal planners because they have the necessary education, training, and experience. All Capital Plus advisors are certified and well-versed in their respective fields. This team of dream goal experts will always prioritise the client and devise a perfect plan to help you achieve your dreams with the utmost ease.