A dream BECOMES A GOAL

when action is taken toward its achievement.

- Bo Bennet

omniagroup.com.au

GOAL

SETT

ING W

ORKB

OOK

Omnia has created this workbook to assist you to visualise and then create goals, allowing you to set a clear,

successful path forward.

Use this space to write your thoughts and goals!

This goal setting workbook belongs to:

GOALSWhether in your business or personal life, if you want to fulfill your potential and, create the best life possible; you must set effective goals for yourself. Effective goals are the biggest difference between a life spent daydreaming and a life spent experiencing the riches and rewards that you desire.

The best way to start planning your future is to make your own life vision list. Your life vision is the hope for what your life could be and what is your perception of living a full and rich life with zero regrets.

The life vision is your true north, a final destination to keep in mind, the sum of all different life experiences. Your vision should be huge and exciting and breathtaking. Your vision should be your biggest inspiration in life. It’s what makes you ready for a new adventure every morning. Your life vision must be greater than any problem you encounter on the path towards your goals.

BIGJOURNEYS START

WITHSMALL

STEPS

WHY do we need

People who use goal setting effectively: • Perform better

• Show more self confidence

• Are happier and more satisfied

• Concentrate more

• Suffer less from stress and anxiety

Powerful goals have three components • They must be inspiring• • They must be believable• • They must be goals you can act on

When your goals inspire you, and when you believe them and then act on them, you will then accomplish them!

Advantage of SETTING GOALS

Achieve more Improve performance Increase motivation to achieve

Increase pride and satisfaction in achievements Improve self-confidence

• Focus your sights on something you want to obtain

• CHOOSE where you want to go in life

• Deal with the why, when and how of our lives

• VISUALISE long-term and short-term successes

• PRIORITISE detailed steps needed for you to reach your dreams

• ACQUIRE more knowledge

• ORGANISE your resources

• BREAK DOWN overwhelming tasks into manageable tasks

• MANAGE your time more efficiently

• A SENSE of accomplishment and self-fulfillment

Setting Goals ENABLES you to

90 % of SuccessFUL people set goals90% of people who feel they have failed did not set goals

The first step in setting personal goals is to consider what you want to achieve in your lifetime, as setting lifetime goals gives you the overall perspective that shapes all other aspects of your decision making. To give a broad, balanced coverage to all important areas in your life, endeavour to set goals in all of the following:

Artistic

Do you want to learn an instrument? Participate in a play? See the Mona Lisa? If so, how can you make that happen?

AttitudeIs any part of your mindset holding you back? Are there any particular behaviors or habits that are upsetting to you and would like to change? Do you need any outside support to assist you in these changes?

CareerWhat level do you want to reach in your career? How much education will you need?

LIFETIME GOALS FOR YOUR

EducationIs there any knowledge you want to acquire in particular? What information and skills will you need to achieve your goals?

FamilyDo you want to be a parent? Will you wait to have children until you have a good job? After college? How do you envision your family living? If you already have kids, is there anything you would like to do for them?

FinancialHow much do you want to earn by what stage of your life? Do you want to understand investments, retirements or even just digital currencies? How can you learn that?

PhysicalAre there any athletic goals you want to achieve? How do you want to maintain good health into old age? What steps are you going to take to achieve this?

GOAL WRITING

LeisureHow do you want to enjoy yourself? Would you like to take up a hobby or register for a class? Maybe travel? You should ensure that some of your life is for you!

Public ServiceDo you want to make the world a better place by your existence? Are you interested in volunteer work? Community service, Peace Corps, Habitat for Humanity? Environmental or animal welfare organizations? How do you want to give back to the world?

GOAL WRITING

Set a goal that makes you want to jump out of bed in the morning!

PRIORITIES WHERE ARE YOUR

For each dot on the wheel below, consider the amount you feel fulfilled in that area. Draw your own dot in between the center of the wheel and the other dot to represent the amount you feel fulfilled in that area, with the center of the wheel representing 0% and the outside edge representing 100%.

For example, if you felt 100% fulfilled in all areas, your “pie” would extend to the outside edges and you’d have a full circle. You will connect each of your dots to a shape. Most likely you will have more of a starburst shape. Feel free to change any headings to more appropriately reflect aspects of life you care about.

TIME: 5 minutes

FAMILY

FAMILY

SELF-CARE

SELF-CARE

WORK

mindfulness

health/exercise

spirituality

Purpose/enjoyment

time/boundaries

financial friends

hobbies/fun

adventure/Travel

home

children

spouse

WORK PLAY

PLAY

EXPAND YOUR IDEAS

A way of creating your list of goals is to brainstorm ideas. While you are doing this, consider what you would do if you had no limitations. For example, what if money and health were not obstacles for you? Think about people you admire — what qualities do they have, how do they act? What qualities would you like to emulate? Pick four of the above categories and brainstorm goal ideas.

Ensure to cover the following categories:

• What you want to BE• What you want to DO• What you want to GIVE• What you want to HAVE• What you want to LEARN

...not the destination

Focus on the journey..One habit I’d like to develop

One habit I’d like to break

I would like to focus more on

I want to learn how to

I will stop being afraid of

I want to improve my

I would like to spend more time

I want to spend less time

I want to be more

This exercise is designed to help you set goals – “an ideal future” – and plan activities and strategies for meeting those goals. As you do this exercise, it is important to consider that your goals are not “set in stone”, they may change and that is expected. The important step is to begin the planning process and dream.

1. State your Goal. It must be specific, challenging and attainable.

2. List all the reasons why you want to achieve this goal. What will be the benefits?

3. List all obstacles between you and your Goal. Why have you not achieved it yet?

FUTURE AN IDEAL

4. What information or skill do you need to achieve the Goal?

5. Who can help me to achieve this Goal?

6. What steps can you take?

7. Name the primary three first steps you can take.

8. How committed are you toward reaching this Goal?

Not at all Sort Of Moderately Significantly Motivated Highly Motivated

9. When you are 80 years old, what do you want to look back on and know you put your all into? What would make you be able to say “I had a good life”?

10. What is one simple thing you can do right now, today, to move toward the Goal? Do it!

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in

your sails. Explore. Dream. Discover.” - Mark Twain

omniagroup.com.au

OmniaGroupAus OmniaGroupAus OmniaLifestyle OmniaGroup Australia

Created for you by:

Omnia Group property educators has been established to address the needs of all Australians.

We work with professional advisers to impact our clients lives and ensure they are on a positive trajectory. This includes financial, personal, and emotional — because wealth is not just simply financial.  

Did you know we help our clients lives through

Property investment coaching Effective use of budget Mortgage reduction Accounting strategies  Superannuation information  Financial education

At Omnia Group we are not just concerned about you — we want to impact the lives of generations to come. Your children, and even your children’s children. We’re here to support you for the long run!

If you are interested in creating change, it just starts with a small step — make contact with us today and we’ll be there to guide you and support you. Think of us as the financial friend you wish you always had. Let’s talk!

1300 484 143 info@omniagroup.com.au omniagroup.com.au

Omnia is licensed to sell real estate and is not a licensed provider of credit, financial planning advice, tax advice or investment planning advice nor does not hold itself up to be a specialist in any of these areas. Any comments made in this publication are of a general nature only and should not

be used as any form of specific advice that might influence your decision to act in any way. Any such decisions should only be made with advice from a licensed credit provider or appropriately licensed financial adviser or tax accountant.

Omnia Property Ltd Pty Licence Number 4026312 | Omnia Group Pty Ltd ABN 51 602 417 612