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.
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.
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.
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.
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.
In today’s economic environment, being made redundant can become an unexpected reality
No-one likes to think about death or falling ill – but it’s important to plan for the future.
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.