Financial Planning / How can a planner help?

Our financial planners can provide advice on:

Managed Investments & Fixed Interest
The key focus regarding investments is the return you require and the length of time you have to invest. Our planners will be able to provide information on a wide range of products. ^

Retirement Planning
The decisions you make today will decide whether you will have sufficient money to live the lifestyle you require in retirement. It is no longer possible to assume that the Government pension will be sufficient. There are a number of factors to consider which can be discussed with your financial planner. ^

Use our Superannuation Calculator to explore your retirement needs

Superannuation and Rollovers
Superannuation is one of the most tax effective ways to save money for your retirement. Our financial planners can advise you of several ways in which to maximise your superannuation contributions. ^

Use our Superannuation Calculator - explore and understand your superannuation savings.

Estate Planning
Estate planning is the preparation and documentation of a person's wishes for the distribution of their assets following their death. An effective plan will ensure that your will is properly structured to maximise the distribution of wealth to your next of kin. ^

Building Wealth
Your financial planner will be able to look at your current asset and liabilities and advise you on the best strategy to increase your wealth. This may be borrowing additional funds with which to invest or restructuring the mix of your current investments. ^

Redundancy
Finding new employment is stressful enough without having to worry about your finances. Your financial planner will be able to advise you on how to make your finances last until you secure new employment, any benefits you may be entitled to, your tax implications or how best to use your redundancy to pay off debts or invest. ^

Tax Strategies
Your financial planner will be able to advise on the optimum level of gearing and mix of assets to ensure that you minimise you tax payments. ^

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)