How a financial planner can help
4 Apr 2018
One of the biggest myths surrounding financial advice is that you need a lot of money. Our financial planning partner, Bridges, explains that it’s simply not the case.
Take the next step
To discuss your financial situation, make an appointment with a Bridges financial planner.
We have an established alliance with Bridges, to provide our customers with financial advice. Bridges has been helping Australians with financial advice for 30 years.
A Bridges financial planner will develop a plan specifically for you; one that’s tailored to your needs and circumstances to help you achieve your goals.
To make an appointment with a Bridges financial planner, call Credit Union SA on (08) 8202 7777. The initial consultation is complimentary and obligation free.
Bridges Financial Services Pty Ltd (Bridges) ABN 60 003 474 977, ASX participant, AFSL No 240837. 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. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. In referring members to Bridges, Credit Union SA does not accept liability or responsibility for any acts, omissions or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.
Bridges pays up to $1,500 for business placed with Credit Union SA members and other people referred to Bridges by us. For investments placed before 1 July 2019, we also receive a trailing commission of up to 0.20% per annum of all funds held under management in The Portfolio Service on behalf of such people. The trailing commission ceases on 30 June 2021 or prior if no funds are held in the applicable platforms.