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Financial Planning

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The aim of financial planning is more than just managing your savings and investments. It’s about helping you plan for a future lifestyle that 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.

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you.

Budgeting

Do you know how much you spend? If your money seems to disappear, try setting yourself a firm but achievable budget and start taking control of your money.

More on Budgeting
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Save or Invest

The terms ‘saving’ and ‘investing’ are often used interchangeably but are actually very different.

Discover the difference
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Superannuation

Your employer’s compulsory 9.5% Superannuation Guarantee (SG) contributions are unlikely to give you a comfortable retirement. But if you start contributing to your super now you can be one step closer to securing your future.

More on Superannuantion
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Retirement Planning

Retirement is the time for you to relax and do the things you have always wanted to do. Careful planning can help ensure you are financially secure and able to enjoy your retirement.

More on Retirement Planning
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Insurance

What would your family do if something happened to you? Illness, injury and death can have a huge impact on your family and your finances.

How insurance can help you
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Share Investing

You can choose whether you invest directly or indirectly through a managed fund. You can even choose a combination of both.

More on Share Investing
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Redundancy

Redundancy can affect anyone at anytime and there are many things that you need to consider should it happen to you. Make the most of your payout.

More on redundancy
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Tax Minimisation

Some investments are more tax effective than others. Growth investments such as shares and property often receive more favourable tax treatment.

Take steps to minimise tax
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Estate Planning

Did you know that dying without a Will in place ('in testate') means that your estate will be distributed according to a statutory formula which may not be in line with your wishes?

Take steps to creating a Will
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We are proud to offer you the services of Bridges.

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.

Contact Linda Tellis

Bridges Hurstville

Level 4, 4 Woodville Street, Hurstville

Phone: 02 9570 3222

Email: Linda.tellis@bridges.com.au

 

Visit the Bridges website to find out more about Bridges and the vast range of services available.

 

Bridges Financial Services Pty Limited. ABN 60 003 474 977. ASX Participant AFSL No. 240837. Part of the IOOF Group.