Financial Planning / Bridges financial planning

Bridges financial services are available to Geelong, Mandurah & Yennora members. Portland members, please see Quadrant Securities.

Financial planning is your key to making sure you make the most out of your money.

For most people planning a secure financial future is not easy, in fact it is often daunting. It's important that you gain good advice. Whether you are saving for your first home, have a young family and are planning the many costs that caring for children will bring or considering retirement, we can offer you a wide range of top quality advice through our arrangement with Bridges Financial Services Pty Limited.

Who is Bridges?

Bridges is one of Australia's leading financial planning and stockbroking firms operating from over 30 offices nationwide.

Bridges has served credit union members since 1985, and Bridges Financial Planners now provide professional financial planning advice to members of over 100 credit unions from
offices right around Australia.

You can visit the the Bridges website at www.bridgesweb.com.au
for more information on Bridges.

How can Bridges help you?

A Bridges Financial Planner can help you with:

personal advice on tax-effective investment strategies
buying and selling shares
making the most of your superannuation and rollovers
managing redundancy
retirement planning
securing the best possible retirement income

Learn more about how financial planning can help you

Use our Superannuation Calculator to explore your retirement needs

Whether advising on buying and selling shares, helping you choose the right superannuation strategy, securing your best possible retirement income or keeping a close, ongoing watch on your investment portfolio, Bridges is committed to the highest standard of service to credit union members.

Learn about the financial planning process

To talk to a Bridges Financial Planner

Contact us	use our online financial planning enquiry form
Email us	This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
Phone us	03 5245 1739 (Geelong) 03 5521 5333 (Portland) 08 9531 6161 (WA)
Fax us	03 5245 1158 (Geelong) 03 5521 5325 (Portland) 08 9581 4777 (WA)