MultiGoal Training Manual & Video

MultiGoal is a goal optimisation tool that determines the degree to which a client can achieve their goals based on two factors:

  1. Their current financial situation, and
  2. The priority they place against each goal

As the client’s current financial situation is set, MultiGoal will allow users to focus on refining client’s goals: assessing the impact of prioritising each goal and editing goals to present the best possible outcome. 

The tool is designed to be used in front of clients as part of an educational and consultative discussion.

For more information, you can view our MultiGoal training manual by clicking here, or watch our training video below.