Financial Planning

Use an expert to keep up to date and make your money work for you.

How can financial planning help you?

Financial advice can make a big difference at every stage of life. A financial planner can help you to navigate different investment strategies for a variety of circumstances, such as:

how to save on tax

saving for a home

planning for wedding expenses

planning for maternity leave reducing the household income

structuring your assets if you're self employed

make the most of your superannuation

planning your finances pre or post 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

Learn about Bridges Investment Services

Bridges is a leading and well 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 more

With 60+ offices and 160+ planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing services to Credit Union members since 1985.

Many people are aware they need professional advice but are unsure of where to start. The goal 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.

Important notes

In referring members to Bridges, Illawarra Credit Union does not accept responsibility for any act, omissions or advice of Bridges and its authorised representatives. Bridges have arrangements in place to pay referral fees to Credit Unions in respect of any members referred to them. Bridges may pay the Credit Union a fee ranging from 0% to 30% of the entry and/or on-going fee.

Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL 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 or a registered tax agent. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Part of the IOOF group. In referring customers to Bridges, Illawarra Credit Union does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.

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