About Us
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We help our clients achieve their goals and dreams and enjoy the journey.
About Us
Goals & Dreams Financial Planning was originally founded by Kath Orman in 2001. Kath recently decided the time was right to pursue her own goals and dreams, and has moved into ‘adventurement’ – her unique take on retirement. She remains the Ambassador for Goals & Dreams Financial Planning.
Rachel Steigenberger and Leanne Camilleri founded Inspirit Advisory Pty Ltd in 2025 and have acquired the operating business and trading name, and with it, the honour of continuing Kath’s legacy and nurturing the wonderful community of clients she built over 24 years.
We provide strategic, holistic, and highly personalised financial advice. We value continuous education and contemporary knowledge as well as enduring relationships.
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.
