Master your financial goals with SMART planning

by 24 Oct 2023The Money Brew Podcast

For those of you who know my husband and I, we went to Cuba and Mexico in March 2023. And it wasn’t a fluke. Our wedding anniversary was coming up and we wanted a special way to celebrate it.


So we planned for it, using the SMART framework. While us humans are usually quite good at setting professional goals, we don’t tend to be as good at setting financial ones.


In this episode, I talk about:

  • The importance of setting goals
  • The different types of financial goals
  • SMART goals and what they are


Then I chat about how to get started and how to make it real.



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Kylie is the Yin to Anthony’s Yang.

With a Diploma in Financial Planning, she’s spent over 25 years in the financial services industry, using her knowledge and skills to successfully weave an adoration of style and travel, alongside business, into her life.

While Kylie brings experience and knowledge from brands like ANZ, HSBC, Deutsche Bank and Merrill Lynch, she also brings heart and inspiration to Creo Wealth. This shows in how she manages the Creo Wealth team who feel appreciated by Kylie (oh, and Anthony too!)

But Kylie’s heart and inspiration doesn’t stop there. She’s a huge spender and certifiable shoe addict. This, along with her upbringing, means Kylie truly understands how hard it is to get in touch with your money story.

She’s on a mission to educate people to help them understand their money story. And then give them the tools to begin rewriting it. Kylie loves to use her stylish shoes to kick-start people’s confidence to set and reach their financial goals.

And the fun part for Kylie?

She always looks classy when she challenges Anthony for that last M&M.