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 couple of 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
If you’re ready to take the next step, make an appointment with a Bridges financial planner
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.
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.
* Research study by Dr. G Matthews, Dominican University, California, 2016.
Bridges Financial Services Pty Limited (Bridges) ABN 60 003 474 977. ASX Participant. AFSL 240837. Part of the IOOF group. 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 and consult a financial planner or a registered tax agent. Examples are illustrative only. In referring customers to Bridges, Central West Credit Union does not accept responsibility for any acts, omissions or advice provided by Bridges and its Authorised Representatives.
CWCU and Bridges
Read more about our Financial Services Partner Bridges