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Bridges financial planning
Home arrow Financial Planning arrow Bridges financial planning

Financial planning is your key to making sure you make the most out of your money.

For most people planning a secure financial future is not easy, in fact it is often daunting. It's important that your gain good advice. Whether you are saving for your first home, have a young family and are planning the many costs that caring for children will bring or considering retirement, we can offer you a wide range of top quality advice through our arrangement with Bridges Financial Services Pty Limited.

Who is Bridges?

bridges_logoBridges is one of Australia’s leading financial planning and stockbroking firms operating from over 30 offices nationwide.

Bridges has served credit union members since 1985, and Bridges Financial Planners now provide professional financial planning advice to members of over 100 credit unions from offices right around Australia.

Need professional advice on:
  • Maximising your retirement savings through a superannuation top-up strategy?
  • Saving smarter and expanding your portfolio through a regular investment program?
  • Investing your superannuation tax-effectively to boost your retirement income?
  • Making the best financial decisions for an inheritance, redundancy and early retirement?
When you need professional financial advice, you need to find a financial planner you feel you can trust. One who will provide you with advice that is in your best interest, and who can continue to offer advice and service long after an initial investment has been made.

Bridges planners focus on helping people make the most of their financial opportunities. For many of their clients, this means making the best decisions on how to invest their superannuation as they near retirement or converting their salary into savings while they are still working.

Credit unions have been referring their members to Bridges since 1985. To find out more about Bridges, visit the Bridges website or call your credit union to arrange a free, no-obligation meeting with a Bridges financial planner located near you.

Learn more
Bridges. ASX Participant. AFSL Number 240837. In referring members to Bridges, St Mary's Swan Hill Credit Union does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.

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