Financial Planning

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

Financial Planning

A financial planner can help you:

  • define your financial and lifestyle goals
  • understand your current financial situation and personal circumstances to see what opportunities you have
  • build a financial plan with written, measurable outcomes
  • stay on track through ongoing progress reviews.

Areas a financial planner typically focuses on are:

Financial advice can make a big difference to every stage of life. A financial planner can help you with different investment strategies for different circumstances, such as:

  • making the most of your super
  • managing your money tax-effectively
  • selecting investments based on your risk profile
  • structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • planning for your transition to retirement
  • maximising your Centrelink benefits
  • ensuring you have appropriate personal insurance cover to protect your family
  • estate planning to make sure your affairs are in order when you can no longer manage them
  • providing aged care advice for you or a loved one.

Introducing Bridges Financial Services

We are proud to offer you the services of our financial planning partner Bridges Financial Services (Bridges).

Bridges is one of Australia’s largest financial planning companies focused on providing financial advice to the customer-owned banking sector including credit unions and mutual banks. They have over 60 offices and more than 160 planners across the country. Bridges has been helping Australians reach their financial goals for over 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 find out more about how financial planning could help you, view the ‘How a financial planner can help’ online video

Or visit the Bridges website to find out more about Bridges and the range of services available.

To make an appointment with a Bridges financial planner, visit one of our branches and speak with one of our friendly staff or call us on 1300 369 900.

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL 240837. Part of the IOOF group.

 

Superannuation

Your superannuation is an extremely important investment because it is likely to be your main source of income in retirement. Also, it is the most tax-effective way to save for retirement so it pays to look after it.

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Retirement Planning

Retirement is the time to do the things you have always wanted to do. Careful planning can help ensure you are financially set up for a comfortable retirement.

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Investing

Investing your money is an effective way to build your wealth. However, investing is intrinsically linked to taking risk. In fact, investment risk is defined as the chance you will either lose or make money on an investment.

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Personal Insurance

Building your wealth is important and so is protecting it. What would your family do if something happened to you? Illness, injury and death can have a huge impact on your family and your finances.

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Redundancy

In today’s economic environment, being made redundant can become an unexpected reality

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Estate Planning

No-one likes to think about death or falling ill – but it’s important to plan for the future.

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Aged Care

As we get older, it becomes more and more difficult to live independently – whether it’s because of illness, disability, reduced mobility, isolation or the problems associated with maintaining a large property.

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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. In referring customers to Bridges, Family First Credit Union Limited does not accept liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives.

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