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Bridges financial planning

Financial planning is your key to making sure you make the most out of your money

For most people planning a secure financial future is not easy, in fact it is often daunting. It's important that you gain appropriate advice. Whether you are saving for your first home, have a young family and are planning the many costs that caring for children will bring or considering retirement, we can refer you to a Bridges financial planner who will be able to provide you with financial advice

Who are Bridges?

Bridges are one of Australia's leading financial planning and stockbroking firms operating from over 40 offices nationwide.

Bridges have served Credit Union members since 1985, and Bridges financial planners now provide professional financial planning advice to members of over 100 credit unions from offices right around Australia.

You can visit the Bridges website at www.bridgesweb.com.au for more information on Bridges.

How can Bridges help you?

A Bridges Financial Planner can help you with:

  • personal advice on tax-effective investment strategies
  • buying and selling shares
  • making the most of your superannuation and rollovers
  • managing redundancy
  • retirement planning
  • securing the best possible retirement income

Whether advising on buying and selling shares, helping you choose the right superannuation strategy, securing your best possible retirement income or keeping a close, ongoing watch on your investment portfolio, Bridges is committed to the highest standard of service to Credit Union members.

Find out more about how financial planning can help you

Use our Superannuation Calculator* to explore your retirement needs

Find out about the financial planning process

Why not call and talk to us about your financial planning requirements.

Get in touch by phone, fax, post or online

* This calculator is made available by SERVICE ONE Members Banking, not Bridges, for your use. Further, Bridges disclaims liability for any loss or damage suffered as a result, directly or indirectly, of using the calculator or relying on the result of the calculator.

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