The Goal Priority Insight helps advisers evaluate how different client goals impact the overall success of a financial plan. By selectively including or excluding lower-priority goals, advisers can demonstrate how spending decisions may affect long-term sustainability and potential shortfalls.
This Insight is especially useful for conversations around trade-offs, retirement readiness, and identifying which goals may need to be adjusted if a plan is under pressure.
Note: This report is expected to be available on the 26th of June, 2026.
How to Run the Goal Priority Insight
To access the Insight:
- Open the client plan in AdviserGo
- Navigate to the Insights section
- Search for and select Goal Priority
4. Adjust the priority threshold for goals to include
5. Run the Insight to generate the report
How Goal Priorities Work
The Goal Priority Insight uses the priority values assigned to goals throughout the client plan.
Goals are ranked on a scale from 1 to 10:
- 1 = Basic goals
- 5 = Leisure goals
- 10 = Highest Luxury goals
The report allows you to select the lowest priority level of goals to include in the analysis.
For example:
- Selecting a lower threshold focuses the analysis on essential goals only
- Selecting a higher threshold includes more discretionary or luxury spending goals
This allows advisers to model how removing or reducing certain goals may improve overall plan outcomes.
Note: Once you have run the insight you can then go to the reports section and run the corresponding report.
What the Report Includes
The Goal Priority Insight compares the client’s original plan against a version of the plan that only includes goals within the selected priority range.
Goals Included in the Analysis
The report displays the goals that were included based on the selected priority threshold.
Cash Flow Comparison
Where applicable, the report includes a Cash Flow chart illustrating the financial impact of including or excluding certain goals within the plan.
Plan Comparison Analysis
The Insight runs:
- A standard calculation using the client’s full plan
- A second calculation using only the selected goals
This comparison helps advisers identify how discretionary goals may contribute to future shortfalls or affect long-term financial success.
Important Notes
- The Goal Priority Insight is available in all regions.
- At least one goal must exist in the plan for the Insight to appear.
- If there is no cash flow data available in the plan, the report may display a “Chart Not Available” message.
- If no goals match the selected priority range, the report will still generate and display a “No Goals in Selected Plan” message.
- Even if charts or selected goals are unavailable, a report page will still be generated successfully.
Adviser Notes
Advisers can include custom notes within the Goal Priority Insight report. These notes are appended to the end of the report section and can be used to provide planning context, recommendations, or discussion points for clients.
To add notes, select the report from the Review, Configure & Generate Section. Click the three dots located to the right of the name of the report and select "configure". This will open up the ability to add notes to the report and review the configuration settings of the simulation.
This Insight can be particularly helpful during retirement planning discussions, allowing clients to clearly visualize how prioritizing essential goals over discretionary spending may improve the resilience of their financial plan.