Financial Planning
Every ship needs a rudder.
The fact you've chosen to look at this page indicates you're already on the right track to achieving your financial and lifestyle goals. Your awareness of the need to plan is step number one.
Step two, of course, is getting sound advice. And for that, we recommend...
Bridges Personal Investment Services, Australian-owned and part of the Credit Union movement
One of Australia's largest financial planning and stockbroking firms, Bridges has served credit union members and other clients for many years from offices all over Australia. Collectively, their clients have over $3.5 billion invested.
What Bridges can provide for you
- Investment advice, including on shares and super top-ups;
- Investment opportunities, such as stockmarket floats;
- Guidance on investing an inheritance or other lump sum;
- Retirement planning advice to preserve your living standard;
- Timesaving portfolio administration.
To learn more:
Contact the Bridges Adelaide office to arrange an obligation-free initial consultation. E-mail silvana.puglia@bridges.com.au or phone (08) 8202 7766.
You may also like to visit their website at www.bridgesweb.com.au
Bridges Financial Services Pty Ltd
ACN 003 474 977 AFSL 240837
L3, 400 King William Street
Adelaide SA 5000
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, Credit Union SA 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.