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Bridges is one of Australia’s largest financial planning companies focussed on providing financial advice to the customer-owned banking sector including credit unions and mutual banks.

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Credit Union SA partner with local South Australian law firm, Wallmans Lawyers to offer members a heavily discounted offer for Wills and Estate Planning services.

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Your superannuation is an extremely important investment because it is likely to be your main source of income in retirement. Also, it is the most tax-effective way to save for retirement so it pays to look after it.

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Whatever your goals in life, there’s a simple and powerful way to improve your chances of achieving them. Write them down.*

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Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

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Retirement is the time to do the things you have always wanted to do. Careful planning can help ensure you are financially set up for a comfortable retirement.

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The Bridges Retirement Lab from Bridges Financial Services is an online tool that lets you test out various retirement scenarios in three easy steps.

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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.

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