Goals & Planning
Plan for the Life You Want
Set savings goals for a home deposit, holiday, retirement, education, or anything else. Track your progress, see projected timelines, and stay motivated with visual milestones.
Multiple Goals
Set and track as many financial goals as you need simultaneously.
Progress Visualisation
See how close you are to each goal with clear progress indicators.
Timeline Projections
Know when you'll reach your goal based on your current savings rate.
Milestone Tracking
Celebrate progress with milestones along the way to your big goals.
How It Works
1
Create a goal with a target amount and optional deadline
2
Link savings accounts or manually log contributions
3
Track progress and adjust your plan as circumstances change
Ready to Get Started?
Try Goals & Planning and all of Wealthra's features free for 14 days. No credit card required.