Skip to content
Bridge Financial Services

What is Financial Planning?

Credit Union SA is proud to offer you Bridges Financial Services.

We are proud to offer you the services of our financial planning partner Bridges Financial Services (Bridges). Bridges is one of Australia’s largest financial planning companies focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks. They have over 60 offices and more than 160 planners across the country. Bridges has been helping Australians reach their financial goals for over 30 years.

A Bridges financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals.

To find out more about how financial planning could help you, view the ‘How a financial planner can help’ video.

Bridges Financial Services


What is financial planning?

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

A financial planner can help you:

  • define your financial and lifestyle goals
  • understand your current financial situation and personal circumstances to see what opportunities you have
  • build a financial plan with written, measurable outcomes
  • stay on track through ongoing progress reviews.

Areas a financial planner typically focuses on are:

  • making the most of your super
  • managing your money tax-effectively
  • selecting investments based on your risk profile
  • structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • planning for your transition to retirement
  • maximising your Centrelink benefits
  • ensuring you have appropriate personal insurance cover to protect your family
  • estate planning to make sure your affairs are in order when you can no longer manage them
  • providing aged care advice for you or a loved one.

Bridges Retirement Lab


To learn more

Contact the Bridges Adelaide office to arrange a free, no-obligation initial consultation:

Email: silvana.puglia@bridges.com.au

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.

  • What is the fee to see a financial planner?

    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. 

  • Can Credit Union SA help me regarding wills and estates?

    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.

    Find out more

  • Does Credit Union SA offer conveyancing services?

    Credit Union SA can refer you to two of the best conveyancers in the business - SAIT Conveyancers and Alexander - Botten & Associates. Both are highly experienced operators and provide a quality service we're proud to recommend. What's more, they offer Credit Union SA members:

    • Generous discounts on their fees;
    • Free advice on any real estate matter;
    • Convenient access in the Adelaide CBD

    Find out more.

  • Where do I refer financial planning questions?

    Credit Union SA works with Bridges Financial Services to deliver superior financial planning services. 

    Bridges Financial Services is Australian-owned and 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, and can assist Credit Union SA members with all if their financial planning needs.

  • What is retirement planning?

    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.

Many people are aware that they need professional financial advice but are unsure of where to start. Bridges are here to help.

How we can help

Whatever your goals in life, there’s a simple and powerful way to improve your chances of achieving them. Write them down.*

Gain access to great member offers and discounts with our partner, Wallmans Lawyers.

Smart decisions here could make an enormous difference to your future income.

Invest as little as $5,000 across a wide range of terms - from one month and up to five years.