How do I edit a goal?

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To edit a goal, visit the goal dashboard and select ‘edit’. You’ll be given the option to edit the photo, title, amount and time horizon associated with your goal. 

To change the investment option you will need to set up a new goal which mimics the details of your previous goal, choose your preferred investment portfolio, and transfer funds from your original goal to your new goal. There is no fee associated with changing a goal or setting up new goals. Costs may be incurred if you decide to move money between different investment options because this triggers buy-sell transactions. For more information on fees please read the PDS and Investment Guide.