Research suggests that being financially well organised, and understanding how you are going to achieve your goals, contributes significatly to a happier life.

Financial Planning can increase your happiness

Most people go to see a financial planner for a specific purpose – to take out an insurance policy, invest in a managed fund, or increase their super. However, we believe that financial planning can provide more than just a quick fix. We believe that good financial planning – goals based financial planning – is a way to increase your happiness and contribute to a life well lived.

What is your ‘why’?

When you come in to see us, we ask the big questions. Why do you do what you do? What do you want? When do you want it? What would make you happier? Luckily the researchers agree with this approach, suggesting that goals are central to a sense of psychological well-being (1).

Financial strategies increase positive emotions

Do any of these situations sound familiar?

  • Not being able to pay your bills when they are due
  • Having to say no to something because you can’t afford it
  • Having your credit card declined due to exceeding your credit limit can be incredibly stressful.

Financial difficulties wear away your coping skills, reduce your self esteem and your sense of control. However, financial advice and strategies that aim to eliminate financial distress and focus on achieving your goals, can improve your well being and the way you perceive your life.

We work with you

You must be actively involved in the financial planning process. This is because, once you have set your goals, you need to own them. We can help you with financial strategies to achieve your goals, but the rest is up to you. Again, research backs this up by showing that individuals who are actively involved in the planning process are more likely to feel satisfied with their lives and when they make progress towards achieving their goals, they experience a heightened sense of positive emotions (1).

So are you happy?

We want you to be happy and we know that getting your finances in order, setting goals and having strategies in place to actively achieve them can really make a difference to your life.

(1) Irving, Kim (2012), The Financial Life Well Lived: Psychological Benefits of Financial Planning.


Contact us for further information or to make an appointment

02 6102 4333

12A Thesiger Court Deakin, ACT 2600

Contact us

Address: 12A Thesiger Court, Deakin ACT 2600

Phone: 02 6102 4333


Milestone Financial Services Pty Ltd

(ABN 68 100 591 508) is an Authorised Representative and Credit Representative of AMP Financial Planning AFSL 232706