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 your gain good advice. Whether you are saving for your first home, preparing for a young family or are considering retirement - we can offer you a wide range of top quality advice through our arrangement with Bridges Financial Services Pty Limited.

Who is Bridges?

Bridges is one of Australia’s leading financial planning and stockbroking firms operating from over 30 offices nationwide.

Bridges has 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 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

Use our Superannuation Calculator to explore your retirement needs

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.

• Learn more about how financial planning can help you
• Learn about the financial planning process