Tuesday, 24 April 2018 00:00


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:

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:

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, Endeavour Mutual Bank does ot accept responsibility for any acts, omissions or advice provided by Bridges and its Authorised Representatives.