page top
Home / Extra Services / Financial Planning / Financial Planning

Financial Planning

Attention: open in a new window. Print

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

Contact UsContact Bridges

A financial planner can help you:

  • define your financial and lifestyle goals 
  • understand your current financial situation and personal circumstances to see what opportunities you have
  • build a financial plan with written, measurable outcomes
  • stay on track through ongoing progress reviews.

Areas a financial planner typically focuses on are:

  • making the most of your super
  • managing your money tax-effectively
  • selecting investments based on your risk profile
  • structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • planning for your transition to retirement
  • maximising your Centrelink benefits
  • ensuring you have appropriate personal insurance cover to protect your family
  • estate planning to make sure your affairs are in order when you can no longer manage them 
  • providing aged care advice for you or a loved one.

Bridges is one of Australia’s largest financial planning companies focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks. They have over 60 offices and more than 160 planners across the country. Bridges has been helping Australians reach their financial goals for over 30 years.

A Bridges financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals.

To make an appointment with a Bridges financial planner call our office.

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL 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.

 
  You might be interested in:

 

 

Apply Now

 

Products

 

Calculators

 

Rates & Fees

 

Special Offers