Financial Planning

Need professional advice for

• Maximising your retirement savings through a Superannuation top-up strategy?
• Saving smarter and expanding your portfolio through a regular investment program?
• Investing your Superannuation tax-effectively to boost your retirement income?
• Making the best financial decisions for an inheritance, redundancy and early retirement?

The Bridges difference

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 to find a planner you feel you can trust. One who understands the financial needs of people like you, who will provide you with advice that is in you best interest, and who can continue to offer advice and service long after an initial investment has been made.

Bridges planners offer advice that is based on a thorough understanding of your requirement. They focus on helping people make the most of their financial opportunities. For many of their clients, this means making the best decisions on how to invest their superannuation as they near retirement or converting their salary into savings while they are still working.

In referring members to Bridges, Unicom Credit Union does not accept responsibility for any act, omissions or advice of Bridges and its authorised representatives. Bridges have arrangements in place to pay referral fees to Credit Unions in respect of any members referred to them. Bridges may pay the Credit Union a fee ranging from 0% to 30% of the entry and/or on-going fee.