top of page

Page Title

Frequently Asked Questions

You may have some Questions regarding Life Planning or indeed just want to understand a little more about our approach. Some of the questions we often receive our answered below. If you still have more questions, please don't hesitate to email:


What services does Goal Set Financial offer?

Goal Set Financial offers a range of services including personalised financial planning, AI-assisted tools, and community support through various subscription plans tailored to individual needs.


How does the AI Life Planner tool work?

The AI Life Planner is an advanced tool that analyses your financial data to provide customised recommendations and strategies, adapting to changes in your financial situation.


Are the financial planning services suitable for beginners?

Absolutely! Our services are designed to cater to individuals at all levels of financial knowledge, from beginners to experienced investors.


Can I change my subscription plan after signing up?

Yes, you can upgrade or downgrade your subscription plan at any time to better fit your changing needs.


How often can I access financial coaching sessions?

This depends on your chosen subscription plan. Our Premium and Elite plans include regular coaching sessions, with the frequency detailed in your plan.


What is included in the MoneyFitt financial education library?

MoneyFitt provides a wide array of educational content, ranging from basic financial concepts to more advanced strategies and insights.


Is my financial information secure with Goal Set Financial?

Yes, we prioritize the security and privacy of your financial information, using advanced encryption and security measures to protect your data.


How does the community support work?

Our community support includes access to a network of like-minded individuals, where you can share experiences, ask questions, and gain insights from peers.


What is the process for cancelling a subscription?

You can cancel your subscription at any time through your account settings or by contacting our customer service team.


Are there any discounts or promotions available for new subscribers?

We occasionally offer promotions and discounts. Please check our website or subscribe to our newsletter for the latest offers.


What is The Game Plan? 


The GamePlan is a financial planning framework that puts the individual at the centre, focusing on investing in oneself to create a supportive financial architecture for the future. 


Is Goalset Financial regulated by the Financial Conduct Authority (FCA)?

No, Goalset Financial provides "educational financial services" and is not regulated by the FCA but falls under general consumer laws in the UK. 

bottom of page