Bridges Financial Planning
The quest isn't simply to find a planner but more importantly, to find a planner you feel you can trust.
What is Financial Planning?
The aim of financial planning is more than just managing your savings and investments. It’s about ensuring that your future lifestyle is as good as it can possibly be. You work hard so why not make sure your money is working as hard as you are.
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
- Saving for a home
- 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 in the most effective way if you are self employed
- Planning for a family and the loss a of a regular salary whilst on maternity leave
- Helping you to make the most of your superannuation opportunities
- Planning your finances following a redundancy or when changing jobs
- Making the most of a maturing term deposit or a financial windfall, such as an inheritance
- Maximising your eligibility for Centrelink benefits
- Planning the retirement lifestyle you want
Bridges Financial Planning
Central Murray Credit Union Limited is proud to offer you the services of Bridges.
A bridges representative visits our Yarrawonga Branch once a month to assist our members with their financial planning needs.
Bridges is a leading and highly respected wealth management business which 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.
Learn More
Visit the Bridges website to find out more about Bridges and the vast range of services available.
Appointments
To book an appointment with a Bridges representative, please call CMCU on 03 5744 3713.
Bridges Financial Services Pty Limited. ABN 60 003 474 977 ASX Participant. AFSL No. 240837. Part of the IOOF group.
CMCU receives a commission on sale from Bridges Financial Services. Please ask for a copy of our Financial Services Guide for more information
