Financial Planning
In the current economic environment, it makes sense to seek advice.
In good times and bad, a financial planner can help you achieve your goals; whether it’s saving for a house or holiday, having a family, tax-effective investing, maximising your super or planning for a comfortable retirement.
You don’t have to be rich to see a financial planner, everyone can benefit.
Your initial consultation is complimentary and obligation-free. So why not start planning for the rest of your life – today?
To arrange to speak with a planner – contact us.
Throughout your life, your circumstances will change and, therefore, your goals will too.
So that you can continue to make the most of what you have, your financial plan should reflect these changes.
For example, you may get married or divorced or you may have children or grandchildren. You may receive an inheritance or a redundancy and need some advice about the most tax-effective way to use it. And if you change jobs you might like to review your superannuation arrangements and your capacity to save or invest.
If you are approaching retirement there are options you can consider to help you boost your super or retire sooner.
These are just a few of the times when financial advice can make a difference, but your financial plan needs to support your situation.
The advice offered by a Bridges financial planner is based on a thorough understanding of your circumstances and goals. So, throughout life, as and when your circumstances change, so too will their advice.
To learn more about Bridges and the services they offer CLICK HERE.
Bridges financial planners can offer advice to suit every time in life including investment, superannuation, retirement and estate planning services as follows:
- wealth creation advice
- direct share investing
- portfolio management and review
- salary packaging advice
- redundancy strategies
- superannuation advice, including self-managed superannuation
- advice on tax-effective investing
- pre-retirement strategies and retirement planning
- estate planning and wealth transfer advice
Bridges has been providing financial advice to Australians since 1985 and, with over 65 branches and more than 180 financial planners, is one of the largest financial planning and stockbroking organisations in Australia.
Bridges. ASX Participant. AFSL No 240837. Part of Australian Wealth Management. In referring members to Bridges, Queenslanders Credit Union does not accept any liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives. We may receive a commission from Bridges for referrals and/or ongoing fees.