Bridges Financial Planning Services

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 is Bridges?

Bridges is one of Australia's leading financial planning and stock broking firms operating from over 40 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 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.

Learn more about how financial planning can help you

Learn about the financial planning process

Use our Superannuation Calculator* to explore your retirement needs

To talk to a Bridges financial planner

Contact us	use our simple online financial planning enquiry form
Email us	This email address is being protected from spam bots, you need Javascript enabled to view it
Phone us	(03) 5443 0000
Fax us	(03) 5441 4006