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Bridges Financial Services

My Goals A goal without a plan is just a wish

11 Apr 2018

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 My Goals to help you do exactly that.

My Goals 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, visit My Goals.


Take the next step

To discuss your financial situation, 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 with financial advice for 30 years.

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.

To make an appointment with a Bridges financial planner, call Credit Union SA on (08) 8202 7777. The initial consultation is complimentary and obligation free.

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

Bridges Financial Services Pty Ltd (Bridges) ABN 60 003 474 977, ASX participant, AFSL No 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. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. In referring members to Bridges, Credit Union SA does not accept liability or responsibility for any acts, omissions or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.

Bridges pays up to $1,500 for business placed with Credit Union SA members and other people referred to Bridges by us. For investments placed before 1 July 2019, we also receive a trailing commission of up to 0.20% per annum of all funds held under management in The Portfolio Service on behalf of such people. The trailing commission ceases on 30 June 2021 or prior if no funds are held in the applicable platforms.

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