How can a financial planner help?

Bridges financial planners can provide advice on:

Managed Investments & Fixed Interest

The key focus when regarding investments is the return you require and the length of time you have to invest. Bridges financial planners will be able to provide information on a wide range of products suitable for your individual needs.

Retirement Planning

The decisions you make today will decide whether you will have sufficient money to live the lifestyle you require in retirement. It is no longer possible to assume that the Government pension will be sufficient. There are a number of factors to consider which can be discussed with a Bridges financial planner.

Superannuation and Rollovers

Superannuation is one of the most tax effective ways to save money for your retirement. Bridges financial planners can advise you of several ways in which to maximise your superannuation contributions.

Estate Planning

Estate planning is the preparation and documentation of a person's wishes for the distribution of their assets following their death. An effective plan will ensure that your Will is properly structured to maximise the distribution of wealth to your next of kin or chosen beneficiaries.

Building Wealth

A Bridges financial planner can look at your current asset and liabilities and advise you on the best strategy to increase your wealth. This may be borrowing additional funds with which to invest or restructuring the mix of your current investments.

Redundancy

Finding new employment is stressful enough without having to worry about your finances. A Bridges financial planner can advise you on how to make your finances last until you secure new employment, any benefits you may be entitled to, how to avoid paying unnecessary tax and how best to use your redundancy to pay off debts or invest.

Tax Effective Investment Strategies

A Bridges financial planner can advise on the optimum level of gearing and mix of assets to ensure that you minimise your tax.

Call your Broken Hill Credit Union on 8088 2199 to arrange a complimentary initial consultation with a local Bridges financial planner.