page top
Home / Banking / Financial Planning

Financial Planning

Attention: open in a new window. Print

Most people seek financial advice when they reach a major life milestone, such as:

  • Young to mid-life: Those aged 20-39, who are establishing and building careers, perhaps starting a family, getting married, or buying a home.
  • Mid-life: Those aged between 40-49, looking to secure a comfortable lifestyle and thinking about the future.
  • Pre-retirement: 50 - 65 years old with 20 or more years of retirement ahead, main concerns may be debt elimination, protecting assets, helping children, Wills and Trusts.
  • Retirement: Generally, from 65-years onwards, you may be thinking of aged care planning, gifting to your family and estate planning.

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.

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.Orange Credit Union is affiliated with a number of financial planners, including:

Brown & Associates

Servicing Bathurst, Cowra, Orange, Parkes, and Forbes, Edward Brown is a qualified financial planner and holds a Master of Applied Finance (Financial Planning) which he completed at Charles Sturt University, Bathurst.

Brown & Associates pride themselves on offering the following services:

  • Life Products including Investment Life Insurance Products & Life Risk Insurance Products
  • Interests in Managed Investment Schemes including Investor Directed Portfolio Services
  • Deposit & Payment Products
  • Retirement Savings Accounts (“RSA”) products
  • Debentures, Stocks or Bonds issued or proposed to be issued by a Government
  • Superannuation
  • Securities
Contact

 

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.

 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

Brown & Associates (Bathurst) Pty Ltd, trading as Brown & Associates Financial, is a Capstone Authorised Representative (No. 12845570) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. AFSL No. 223135 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. In referring customers to Bridges, Orange Credit Union does not accept liability or responsibility for any act or omission or advice provided by Brown & Associates or its authorised representatives.

Bridges Financial Services Pty Limited. ABN 60 003 474 977. ASX Participant AFSL No. 240837. Part of the IOOF Group. 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. In referring customers to Bridges, Orange Credit Union does not accept liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives.

 

Apply Now

 

Products

 

Calculators

 

Rates & Fees

 

Special Offers