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About Bridges Financial Planning
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Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more.
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With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups and has been providing financial planning services to credit union members since 1985.
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Many people are aware that they need professional financial advice but are unsure of where to start
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What is Financial Planning?
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The aim of financial planning is more than just managing your savings and investments. It’s about ensuring that your future lifestyle is as good as it can possibly be. You work hard so why not make sure your money is working as hard as you are.
Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you.
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What kind of financial advice can I receive?
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Financial advice can make a big difference at every stage of life. No matter where you are in life, you want to make sure you’re making the most of your finances and making the right decisions for your circumstances.
A financial planner can help you with different investment strategies for different circumstances, such as:
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- Managing your investments tax effectively
- Saving for a home
- Planning for the costs of marriage and the benefits of combined income and savings
- Making your income go further by investing wisely
- Structuring your assets in the most effective way if you are self
- employed
- Planning for the birth of children and the loss of a regular salary whilst on maternity leave
- Making the most of your superannuation
- Planning your finances following a redundancy or when changing jobs
- Making the most of a financial windfall, such as an inheritance or a maturing term deposit
- Maximising your eligibility for government benefits
- Planning the retirement lifestyle you want
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Bridges Financial Services Pty Limited (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. In referring members to Bridges, Community First does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Part of the IOOF group.
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