Background BHCCU

How Planning Helps

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

  • Managing your investments tax-effectively
  • Saving for a home
  • Planning for the costs of marriage and the benefits of combined income and savings
  • Making your income go further by investing wisely
  • Structuring your assets effectively if you are self employed
  • Planning for a family and the loss of a regular salary whilst on maternity leave
  • Helping you make the most of your superannuation opportunities
  • Planning your finances following a 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

To find out more about how financial planning could help you why not view the ‘How a financial planner can help’ online video?  www.bridges.com.au/betteroffwithadvice

 

 

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