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Financial Planning
Got a lifestyle to maintain? Or one you want to achieve?
No matter what stage you're at in life, professional financial planning advice can go a long way to helping you achieve your present and future financial and lifestyle needs.
Our Financial Planning Gurus
Credit Union SA makes financial planning advice available through Bridges Personal Investment Services.
- Bridges is Australian owned and part of the Credit Union Movement
- They are one of Australia's largest financial planning and stockbroking firms
- Bridges has served credit union members and other clients for many years, from offices across Australia.
- Collectively, Bridges clients have investment funds in excess of $3.5 billion.
The Services
Through Bridges, members have access to a full range of financial planning services:
- Investment advice, including buying and selling shares, to make your savings work harder and build security for the future;
- Investment opportunities such as stockmarket floats;
- Superannuation advice to top up your super or contribute to your spouse's super fund, with all the tax benefits these provide;
- Wise investment of an inheritance or other lump sum;
- Retirement planning advice, to minimise tax, maximise social security benefits and preserve your living standard;
- Access to a portfolio administration service, to save you time and reduce your paperwork;
- Ongoing investment reports and recommendations.
Want to Know More?
You can contact bridges via the following methods:
Bridges Financial Services Pty Ltd
ACN 003 474 977 AFSL 240837
Level 3
400 King William Street
Adelaide SA 5000
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