Collaborative Goal Setting

  1. Te Kawa Matua: Module 1 Professional Practice Standards and Guidelines
  2. Standard 1: Client Centred Practice
  3. Collaborative Goal Setting
Lesson 3, Topic 3

Collaborative goal setting is client-led, with goals shaped by the client’s own values and needs. The mentor and client work in partnership to plan steps, explore options, and make decisions. Goals remain practical and achievable by breaking them into realistic actions and identifying the support required.

This approach is strengths-based, building on the client’s skills and past successes. It is also flexible, allowing goals to be reviewed, adjusted, and celebrated as circumstances change. Overall, collaborative goal setting aligns with the values of manaakitanga, mahitahi, and tino rangatiratanga.

Collaborating on goal setting with our clients empowers them, strengthens trust, and supports long-term financial wellbeing while respecting self-determination.

As a financial mentor you will: 

  • involve clients as partners in identifying priorities and developing action plans
  • respect client autonomy in decision-making while providing expert guidance
  • support clients to set realistic, achievable goals that align with their values and circumstances; and
  • regularly review and adjust goals as circumstances change.
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