Financial goals

Invest for life's journey

Whatever you want out of life, the first step to smart investing is a financial plan. Once you know where you’re headed, we're by your side, every step of the way.

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Financial goals

Set financial goals to plan your investing journey

Deciding your financial goals could help you make the right decisions at every stage of your investing journey.

Family

Whether you’re planning on getting married or sending your kids to university, investing could help you prepare for your future and the ones you love.

Home

Buying your first home or moving house? Good financial planning could make your bricks and mortar dreams a reality.

Retirement

Whether you plan to stop working at 40 or 70, a retirement nest egg could give you the financial freedom to really enjoy life after work.

Entrepreneur

Starting a business or planning to expand? Investing could help keep you afloat while you’re bootstrapped and growing.

Bucket list

From travelling the world to building your dream house, tick off your bucket list with the help of your investments.

Rainy day

Put money aside in a savings or investment account to use when life throws you a curveball.

Just because

You don’t always need a specific financial goal. Investing could give you financial freedom and make your money work harder.

Community

Make our app your own

Want to design the investment app of the future? Welcome to the CMC club.

Join our investors as we build our CMC App together. Once you've created your account, you'll be invited to join our exclusive CMC Invest community. It's a chance to shape the CMC Invest app how you want it to be.

Get involved

We're still building our platform. Help shape its final design with your feedback, requests for shares and ETFs, and votes for new features and products.

Join our community

Share tips and learn with other investors in our exclusive online members' hub.

Stay informed

Be first to hear about exciting new products and features on the platform, so you're always one step ahead.

Download the CMC Invest app to get started