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Personalised Financial Services Tailored to Your Needs

Welcome to Our Services

At Goal Set Financial, we recognise that each individual's financial journey is unique. Our services are meticulously crafted to empower you, placing control firmly in your hands. By focusing on individual needs and aspirations, we provide bespoke financial planning solutions that align with your personal goals.

Our commitment to empowering you extends beyond mere financial advice. We offer a holistic approach, combining innovative tools and personalised support to guide you towards financial independence and security. Whether you're navigating life's milestones or seeking to grow and maintain your wealth, our services are tailored to help you achieve a financially secure future that aligns with your envisioned life.

Embark on a journey of financial empowerment with Goal Set Financial, where your aspirations and our expertise converge to create a future you can confidently look forward to.

Basic Subscription - Empower Your Financial Journey

Overview

Our Basic Subscription, priced at just £19 per month, is designed to lay the foundation for your financial empowerment. It’s an ideal starting point for those beginning their journey towards financial literacy and independence.

Key Features

  • AI Life Planner: Gain access to our innovative AI Life Planner, a cutting-edge tool that simplifies financial planning. This intuitive system guides you through the process of creating a personalised financial plan, adapting to your specific circumstances and goals.

  • Educational Resources: Unlock a wealth of knowledge with our comprehensive library of financial resources. From beginner guides to advanced strategies, these resources are tailored to enhance your understanding of personal finance, helping you make informed decisions.

  • Community Access: Join a vibrant community of like-minded individuals. Share experiences, exchange ideas, and receive support from peers who are also on their financial journey. This feature fosters a collaborative environment where learning and growth are encouraged.

 

Benefits

  • Build Financial Literacy: Equip yourself with the knowledge and tools necessary to navigate the financial landscape with confidence.

  • Personalised Planning: Leverage the AI Life Planner to create a financial strategy that reflects your personal goals and lifestyle.

  • Community Support: Benefit from the collective wisdom and experience of a community dedicated to financial success and personal growth.

 

Subscribe Now

Take the first step towards financial empowerment. Click the 'Subscribe Now' button to begin your journey with Goal Set Financial's Basic Subscription. Embrace the opportunity to grow your financial knowledge and confidence, setting the stage for a secure and prosperous future.

Subscribe Now

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Premium Subscription - Elevate Your Financial Mastery

Overview

Our Premium Subscription, starting at £80 per month, offers an all-encompassing approach to financial planning and wealth management. It builds upon the foundations of the Basic Subscription and introduces advanced features for those seeking more personalised and in-depth financial guidance.

Key Features

  • All Basic Subscription Benefits: Enjoy everything included in the Basic Subscription, such as access to our AI Life Planner, educational resources, and community features.

  • Personalised Coaching: Receive one-to-one coaching every six months from experienced financial experts. These sessions are tailored to your unique financial situation, offering bespoke advice and strategies to meet your specific goals and challenges.

  • Advanced Planning Tools: Gain access to sophisticated financial planning tools. These tools offer deeper insights and more complex modelling capabilities, allowing for a more nuanced and comprehensive approach to your financial plan.

 

Benefits

  • Tailored Financial Guidance: Benefit from personalised coaching that focuses on your specific financial needs, providing targeted advice to help you navigate complex financial decisions.

  • Enhanced Planning Capabilities: Utilize advanced tools for a more detailed and accurate financial plan, enabling you to forecast and prepare for various financial scenarios.

  • Comprehensive Support: Enjoy a full suite of services that cater to all aspects of your financial journey, ensuring no stone is left unturned in your pursuit of financial success.

 

Upgrade to Premium

Ready to take your financial planning to the next level? Click the 'Upgrade to Premium' button to access enhanced tools and personalised coaching that will guide you towards achieving your financial aspirations with greater precision and confidence.

Upgrade to Premium

Elite Subscription - Personalised Mentorship for Your Financial Excellence

 

Overview

Our Elite Subscription, priced at £220 per month, is the pinnacle of personalised financial mentorship. Designed for individuals seeking the highest level of guidance and interaction, this service includes bi-monthly meetings with Jörg Schlüter, offering an unparalleled opportunity to deeply engage with your financial planning.

Key Features

  • Bi-Monthly One-on-One Meetings: Experience the benefits of regular, face-to-face discussions with Jörg. These meetings are key to developing a nuanced understanding of your financial situation, allowing for real-time feedback and tailored advice.

  • Comprehensive Financial Analysis: Each session will involve an in-depth analysis of your financial status, encompassing all aspects of your wealth management strategy.

  • Actionable Strategies: Receive customised, actionable strategies during each meeting. These are designed to progressively guide you towards your financial goals.

Benefits

  • Expert Guidance: Benefit from Jörg's 30 years of experience in the financial industry. His insights and advice are invaluable for navigating complex financial landscapes.

  • Focused Progress: With regular meetings, you’ll see consistent progress in your financial understanding and decision-making capabilities.

  • Responsive Planning: The bi-monthly interaction allows for your financial plan to be dynamically adjusted to any changes in your personal circumstances or in the wider financial world.

Who Is It For?

This subscription is ideal for those who value frequent, in-depth consultation and are committed to actively engaging in their financial growth. It is tailored for individuals who prefer a more hands-on approach to their financial journey.

Subscribe Now

Embark on a journey of financial mastery with our Elite Subscription. Click the 'Upgrade to Elite' button to gain direct access to expert mentorship and accelerate your path to financial success.

Upgrade to Elite

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Unique Selling Points (USPs) of Goal Set Financial

 

AI Life Planner

Functionality: Our AI Life Planner is a state-of-the-art tool designed to revolutionise your financial planning experience. Utilising advanced algorithms, it analyses your financial data to provide tailored recommendations and strategies. The AI Life Planner factors in various aspects of your financial life, including income, expenses, savings, investments, and future financial goals.

Benefits: This personalised approach ensures that your financial plan is not just a one-size-fits-all solution, but a customised roadmap designed specifically for you. It adapts to changes in your financial situation, offering dynamic and relevant guidance. This tool empowers you to make informed decisions, paving the way for a secure financial future.

Personal Coaching

Process: Our Premium and Elite Subscriptions include one-to-one coaching sessions with experienced financial experts. These sessions are interactive and tailored to your unique financial circumstances and goals. Our coaches work closely with you to understand your financial aspirations, challenges, and lifestyle preferences.

Benefits: Personal coaching provides a human touch to your financial planning process. It offers a platform for you to ask questions, seek clarification, and receive expert advice on complex financial matters. This bespoke guidance accelerates your journey towards financial mastery, providing you with the support and confidence to achieve your financial objectives.

Community Aspect

Engagement: As a member of Goal Set Financial, you gain access to an exclusive community of individuals who share your financial aspirations. This community is a platform for sharing experiences, insights, and advice.

Benefits: The community aspect fosters a sense of belonging and mutual support, enhancing your financial planning journey. It allows you to connect with peers, engage in discussions, and learn from the collective wisdom of the group. This collaborative environment is not just about financial growth but also about building relationships and a network that supports personal and professional development.

Why Choose Goal Set Financial?

 

At Goal Set Financial, we understand that choosing a financial planning partner is a significant decision. Here's why we stand out as your ideal choice:

 

Uniqueness

  • Individual-Centred Approach: Our services are uniquely tailored to each individual. We believe that financial planning is not a one-size-fits-all process, but a personalised journey that should reflect your individual goals and lifestyle.

  • Holistic Strategies: We focus on holistic financial wellness, integrating all aspects of your financial life to create a comprehensive plan that supports your overall well-being.

 

Cutting-Edge Technology

  • Innovative AI Life Planner: Our pioneering AI Life Planner is at the forefront of financial planning technology. It provides bespoke advice and insights, making complex financial planning straightforward and accessible.

  • Advanced Tools: We continually invest in the latest financial tools to ensure our clients have the best resources at their fingertips, enabling informed decision-making.

 

Community Focus

  • Supportive Network: Join a community of like-minded individuals who are on a similar journey towards financial empowerment. Our platform encourages sharing, learning, and growing together.

  • Engagement and Collaboration: We foster an environment where you can engage with others, share experiences, and gain insights, enhancing your financial journey.

 

Core Values

  • Empowerment and Integrity: We're dedicated to empowering our clients with the knowledge and tools to manage their finances confidently. Integrity is at the heart of everything we do.

  • Innovation and Personal Growth: We believe in the power of innovation to transform financial planning. Our commitment to your personal growth ensures that we are always striving to provide the best and most effective planning strategies.

 

Testimonials from Our Clients

  • "Goal Set Financial transformed my approach to money management. The AI Life Planner made it so easy to get a clear picture of my finances. I've never felt more in control!" - Sarah J., Brighton

  • "The personal coaching sessions were a game-changer for me. Having an expert to guide me through some complex decisions made all the difference. Highly recommend their Premium Subscription!" - Mark T., London

  • "Being part of the Goal Set Financial community has been incredibly rewarding. The support and insights from other members have greatly contributed to my financial growth." - Emily R., Manchester

 

Choose Goal Set Financial for a partnership that prioritises your financial success and personal growth. We're here to guide you every step of the way.

What Our Clients Say

Sarah 

"If you're considering working with Goalset Financial and you're not sure whether to take that first step, all I can tell you is that Jörg Schluter provided me with the tools and a framework that has put my life in perspective.  I have been able to commit to my future plans in 3 months, where previously I had procrastinated for years!"  

Global Vision and Values

Our Vision

At Goal Set Financial, we are driven by a vision that extends beyond the realm of personal finance. We are committed to contributing to global humanitarian efforts through the power of financial literacy and empowerment. We believe that by educating individuals and providing them with the tools to manage their finances effectively, we can foster a positive impact on a broader scale.

Our approach is rooted in the understanding that financial security and literacy play a crucial role in tackling global challenges. By empowering individuals to take control of their financial destinies, we contribute to a world where economic stability and growth are accessible to all. This vision is not just about individual success; it's about creating a ripple effect that can positively influence communities and, eventually, the world.

Our Core Values

  • Empowerment: We are dedicated to empowering our clients, providing them with the knowledge, tools, and confidence to take charge of their financial futures.

  • Integrity: Transparency, honesty, and ethical practices are the cornerstones of our business. We are committed to upholding the highest standards of integrity in all our interactions.

  • Innovation: We continually seek out and embrace innovative solutions in financial planning. Our focus on cutting-edge technology and methods ensures that our clients receive the best possible advice and support.

  • Community: We value the power of community and collaboration. Our platform encourages shared learning and mutual support, fostering a network of individuals committed to financial and personal growth.

  • Personal Growth: We believe in the continuous development of both our clients and our team. We support and encourage personal growth, understanding that it is a vital component of overall financial wellness.

 

Goal Set Financial is more than a financial planning service; it's a commitment to a vision that seeks to elevate individuals and communities. Our values guide us in this mission, ensuring that every step we take is aligned with our aim of creating a more financially literate and empowered world.

 

Get in Touch

 Bishops, Furners Lane, Woodmancote, Henfield, West Sussex, England, BN5 9AE

07809 892424

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