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 cirucumstances, 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.

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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Not sure what's the best fit for your needs? No worries. Get in touch with one of our banking specialists today.

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