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Financial Planning

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Financial Planning Services

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.

Financial Planning

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be.

More on Financial Planning
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Investing

Investing your money is an effective way to build your wealth. However, investing is intrinsically linked to taking risk.

Discover the difference
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Superannuation

Your superannuation is an extremely important investment because it is likely to be your main source of income in retirement.

More on Superannuation
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Retirement Planning

Retirement is the time to do the things you have always wanted to do. Careful planning can help ensure you are financially set up for a comfortable retirement.

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Personal 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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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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Aged Care

As we get older, it becomes more and more difficult to live independently – whether it’s because of illness, disability, reduced mobility, isolation or the problems associated with maintaining a large property. .

Aged Care
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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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About Bridges

Orange Credit Union is 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.

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. 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.