Your Goals - How do I manage my Goals? [FAQs]

As a client you can update, reprioritize and edit your Goals at any time through the digital Lumiant Dashboard. 

To access Your Goals simply, Log-in to your digital Dashboard at https://www.lumiant.com.au/sign-in using your email address and password you created as your log-in details. 

Click on Goals and this will take you to Your Goals. 

Now that you are in Your Goals, you can add a new goal by clicking '+Add goal'.

By adding a new goal you will be taken through the Goals wizard to create a SMART goal.

By editing the goal you can update the:

• Goal title 
• Status 
• Assignee
• Goal importance
• Values
• Goal confidence 

Plus additional items to help you achieve your goals. 

• You can also reprioritize the goals that are most important to you by clicking and dragging the goal and placing it in order of priority. 
• Goals are tracked as either Goals to Complete; Must have, Nice to have, Dream come true or Completed Goals . Within the Goals to Complete, they can be in the status of To Do, Doing or Done.
• Your Goals is designed to keep you on track to achieving what's most important to you as identified by yourself and your Financial Adviser.