About Us
______________
We help our clients achieve their goals and dreams and enjoy the journey.
About Us
Founded by Kath Orman in 2001, Goals & Dreams Financial Planning has been helping clients find clarity in their financial journey for over two decades. With more than 30 years of experience, Kath and her team provide strategic, holistic, and highly personalised financial advice. Our office is located on Brisbane’s Northside in Chermside, and we proudly service clients throughout Australia.
At Goals & Dreams Financial Planning, our mission is simple: to help you achieve financial freedom while enjoying life’s journey. We believe that financial planning is about more than just numbers; it’s about creating a future where your goals and dreams are within reach, and where you feel confident in your financial decisions.
How We Help
Financial planning can often feel overwhelming, confusing, and stressful. That’s why we take a holistic, client-focused approach to your financial well-being. Our mission is to simplify the complexities of the financial world, empowering you with knowledge and creating tailored strategies that suit your unique circumstances.
Whether you’re looking to secure your retirement, strategically grow your super, or ensure your hard-earned money is working for you in a tax-effective way, we’re here to provide personalised advice every step of the journey. We work closely with you to create a plan that reflects what truly matters to you—whether it’s funding that dream vacation or making sure you’re set for the future.
Postcard Wall
At our office, the postcard wall serves as a daily reminder of the real-world impact financial freedom can have. It’s filled with postcards from clients sharing their stories of adventure and achievement, inspiring us to continue guiding others toward their goals.
