Credit Union SA is proud to offer you the services of Bridges
Bridges is a leading and highly respected wealth management business that can provide you with advice on wealth creation, pre and post-retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia's largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.
Many people are aware that they need professional financial advice, but are unsure of where to start. The quest isn't simply to find a planner, but more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.
What is financial planning?
The aim of financial planning is more than just managing your savings and investments. It's about helping you to plan for a future lifestyle that’s 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. A financial planner can help you with different investment strategies for different circumstances, such as:
- managing your investments tax-effectively
- 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 effectively if you are self-employed
- planning for a family and the loss of a regular salary whilst on maternity leave
- helping you make the most of your superannuation opportunities
- planning your finances following a redundancy or when changing jobs
- making the most of a financial windfall, such as an inheritance
- maximising your eligibility for Centrelink benefits
- planning the retirement lifestyle you want.
To learn more
Contact the Bridges Adelaide office to arrange a free, no-obligation initial consultation:
Phone: 8212 6166
Drop into Level 3, 400 King William Street Adelaide SA 5000
Or visit Bridges' online to find out more about the vast range of services available.
Want to do more with your money?
Bridges Financial Services Pty Ltd (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. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. In referring members to Bridges, Credit Union SA does not accept liability or responsibility for any acts, omissions or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.
Credit Union SA refers its members and other people to Bridges and in return receives a commission of up to 22.5% of the fees and commissions they receive on investments, and a trailing commission of up to 0.20% per annum on funds held under management.