Financial goals

What's on your bucket list?

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What inspires you?

Life’s for living and no doubt you have some dream experiences you’ve mapped out for the future. Maybe you want to climb the tallest mountain. Maybe you want to buy the car you’ve always wanted. Or maybe you want to make a notable contribution to a cause. Whatever inspires you, a long-term investing plan can help towards ticking off items on your bucket list.

Travelling

Bucket list trips can be once in a lifetime - such as trailing across Antarctica, climbing to the top of Kilimanjaro, or visiting as many countries as you can. Whatever your big excursion, you may not want to compromise on cost. And, if you want to go with loved ones, you may want to make sure price is not a barrier. Having a long-term plan to finance your trip through investing can make sure it’s as unforgettable as you hope.​

Lifestyle

Dream purchases

For many of us, being able to buy that one item we’ve always wanted is something to aspire to. Whether it's a fancy sports car, a rare art piece, or a sailboat, it can often cost a pretty penny. Whether you’re planning on buying your dream purchase outright or in stages, an investment plan can help you obtain your Holy Grail, whatever it may be.​

Healthcare

Extended time off work

The idea of a mid-career break can be a great way to reset, rejuvenate, and refocus on what matters most. Make sure your life can still run as smoothly as you need with some careful financial planning. Investing can help build a cushion to support yourself, while some strategies like “income investing” can generate some cash flow. (Learn more about “income investing​”).​

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Personal development

Investing in yourself is one of the best investments you can make. So if you're thinking about getting another degree or further training based on a passion, you may want to consider how you’ll fund it – potentially using investing as a vehicle to contribute towards fees and expenses.​

Healthcare

Giving back

Many of us want to give back and have an impact on the world, whether it's big or small. If you decide to start your own non-for-profit or donate to a charity, using long-term investing can help you to build a donation that can support your cause in a meaningful way.

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This information should not be used as personal or financial advice, please speak with a financial advisor if you're unsure if these products are right for you.

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Accounts:

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Accounts:

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Features:

  • Everything in Core and Plus

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