A goal without a plan is just a wish

April 12, 2018 in Latest News

A goal without a plan is just a wish

Whether your goals are to pay off your home loan sooner, retire early or go on an overseas holiday every few years, there’s a simple and powerful way to improve your chances of achieving them. Write them down and make a plan*.

That’s right. Research has concluded that people who write down their goals are more likely to succeed. That’s why, together with our financial planning partner, Bridges Financial Services, we’ve developed the My Goals website to help you do exactly that.

The My Goals website allows you to:

  • select from a number of common goals, rate them by importance and set a time frame for achieving them
  • include detailed steps to achieve your goals to help you stay on track
  • add your own goals that are important to you.

Once you’re done, we’ll send your free goals report to you – personalised and prioritised.

The next step – make a plan

Once you have your goals in place, you’ll need to think about how you’ll commit to achieving them. Interestingly, the same research that showed people who write down their goals are more likely to achieve them also showed that those who shared their goals with someone and developed a plan to reach them were even more likely to succeed.

That’s where Bridges comes in. A Bridges financial planner can:

  • help you set your goals if you’re having trouble working out exactly what you want to achieve
  • look at your current financial situation and personal circumstances to see what opportunities you have
  • build a plan with measurable steps
  • help keep you accountable to achieve them.

Your Bridges financial planner will set up regular meetings to make sure you stay on track and help you change tack if your situation changes.To get started, go to the My Goals website. Or, take the next step

* Research study by Dr. G Matthews, Dominican University, California, 2016.

A Bridges financial planner will develop a plan specifically for you – one that’s tailored to your needs and circumstances, to help you achieve your goals.

We have an established alliance with Bridges, to provide our customers with financial advice. Bridges has been helping Australians for over 30 years and is one of Australia’s largest, national, financial planning and stockbroking organisations. Bridges has a network of more than 170 financial planners across Australia servicing more than 50,000 clients.

If you’re ready to take the next step, contact our office and we will organise an appointment with a Bridges Financial Planner.

Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL 240837.

This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner or a registered tax agent.

Examples are illustrative only and are subject to the assumptions and qualifications disclosed.

Part of the IOOF group

In referring customers to Bridges, Maleny Credit Union (MCU Ltd trading as) ABN 520 087 650 995 Australian credit licence 246921 does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.