Financial Planning
Having a sound financial plan for the future can make your money work harder, while you don't have to.
The benefits of financial advice are numerous and far greater than simply recommending where to invest. Having a sound financial plan for the future can make your money work harder, while you don't have to.
Seminars and workshops
Find out moreFind out how you can do more with your money at our FREE seminars and workshops.
Speak to us
Contact usYou can contact us by calling us, visiting us, making an appointment, using Web Chat or Secure Mai
FAQs
This can vary depending on what you want guidance on, and the extent of your plan. For more information, please see our dedicated financial planning section. Contact us to arrange a free, no-obligation initial consultation with Calm Wealth.
We are proud to offer you the services of our financial planning partner Calm Wealth. A Calm Wealth financial adviser provides you with valuable assistance in planning for your future and managing your wealth. The benefits of financial advice are numerous and far greater than simply recommending where to invest.
Calm Wealth has been helping Australians reach their financial goals for over 30 years in Adelaide and is focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks.
A Calm Wealth financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals.
Contact us to arrange a free, no-obligation initial consultation with Calm Wealth.
Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects may include lifestyle choices as how to spend time in retirement, where to live or when to completely quit working.
Financial planners or advisers can help you develop retirement plans with the goal of achieve financial independence after paid work is complete. Credit Union SA works with Calm Wealth to deliver superior financial planning services. Calm Wealth has been helping Australians reach their financial goals for over 30 years in Adelaide and is focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks.
A Calm Wealth financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals. Contact us to arrange a free, no-obligation initial consultation with Calm Wealth.
Credit Union SA is proud to partner with local South Australian law firm Wallmans Lawyers to offer members a discounted offer for wills and estate planning services. Wallmans Lawyers have a dedicated estate planning section which assists clients with wills, Powers of Attorney and Advance Care Directives (previously known as Powers of Guardianship) as well as general succession planning, taxation and superannuation issues. It's just another way that Credit Union SA is helping our members to protect their assets.
Own your banking: the credit union difference
We are a member owned organisation, so it is our members – everyone who banks with us – who collectively own us. Consequently, it’s them, their families and communities who are our top priority.
INFORMATION YOU SHOULD KNOW
This is general advice only and you should consider the terms and conditions before determining whether any of our products are suitable to your situation. Interest rates are subject to change and special offers may be withdrawn at any time.
Lending criteria, fees and conditions apply and are available upon request.
1
Credit Union SA Ltd ABN 36 087 651 232 AFSL 241066 arranges for the sale and repurchase of Foreign Cash in conjunction with Travelex Limited ABN 36 004 179 953 AFSL 222444 (Travelex). Travelex is the supplier and purchaser of foreign cash. Telegraphic Transfers, Foreign Currency Drafts, Inward Telegraphic Transfers and Foreign Cheque Deposits are provided by Convera Australia Pty Ltd ABN 24 150 129 749; AFSL 404092, under its agreement(s) with Credit Union SA Ltd ABN 36 087 651 232 AFSL 241066. Convera is the product issuer. The Internet Banking facility to send Telegraphic Transfers is provided by Credit Union SA. For more information about these services please visit our terms and conditions.
The information on this page has been provided by Consultum Financial Advisers (Consultum) ABN 65 006 373 995, AFSL No 230323. It 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. Examples are illustrative only and are subject to the assumptions and qualifications disclosed.
Credit Union SA may refer members to Calm Wealth Management Pty Ltd ABN 85 645 323 913 and its financial advisers, who are authorised representatives of Consultum. Consultum is part of the IOOF Group. Credit Union SA does not accept liability or responsibility for any acts, omissions or advice provided by Consultum or its authorised representatives.
Credit Union SA receives up to $1,500 from Consultum when members are referred to and obtain financial advice from authorised representatives of Consultum.
In referring our members to SAIT Conveyancers and Alexander Botten and Associates, Credit Union SA does not accept liability or responsibility for any act or omission of, or advice provided by, SAIT Conveyancers and Alexander Botten and Associates or their Authorised Representatives.