Our objective is to help you and your family achieve all your financial goals, whether these be personal or business, and for most people planning a secure financial future is not easy. Appropriate advice and good planning are essential to ensure you make the most out of your money. 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 a range of solutions including a referral arrangement with Bridges Financial Planning Services that can help you achieve your goals.

Who are Bridges Financial Planning Services?

Bridges are one of Australia's leading financial planning and stockbroking firms operating from over 40 offices nationwide.

Bridges have 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, and are committed to providing the highest standard of service.

You can visit the Bridges website at www.bridgesweb.com.au for more information on Bridges.

The Financial Planning Process

The six steps in financial planning are:

1. Understanding you and your current situation
2. Setting goals and objectives
3. Identify critical success factors and barriers to achieving your goals
4. Identification of possible strategies
5. Implementing the agreed strategy
6. Ongoing review and monitoring of your strategy

How can a Financial Planner help?

Bridges specialises in a range of services including:

• personal advice on tax-effective investment strategies
• buying and selling shares
• making the most of your superannuation and rollovers
• managing redundancy
• retirement planning
• securing the best possible retirement income

Easywill

Easywill is a legal, low cost online Will service which means preparing your Will just got easier. Using Easywill you can:

• Prepare your Will in less than 20 minutes
• Access online help every step of the way
• Make changes to your Will for up to seven days
• Allow your partner/spouse to make a Will for an additional fee
• Choose to subscribe to an annual review service - Will Assist

Take control and create a Will today. Anyone over 18 with an income and/or assets of any value should have a Will prepared. It is particularly important to prepare a Will, or update your existing Will when your life circumstances change. Visit Easywill.com.au for further information.

 

^{Bridges. ASX Participant. AFSL No 240837. Part of Australian Wealth Management. In referring Member to Bridges, SERVICE ONE Members Banking does not accept any liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives.}

 

Find out more about the financial planning process. View how a financial planner can help. Check out our Ten Good Advice investment tips. View our Easywill FAQs. Use our savings calculator.

Enquire online now.

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