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
- Goal importance
- 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.