Financial Planning

What is Financial Planning?

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.

How financial advice can help you

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:

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

Bridges. 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 letter, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Community First Credit Union does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.