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Credit Union SA is proud to offer you the services of Bridges

Bridges is a leading and highly respected wealth management business that can provide you with advice on wealth creation, pre and post-retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia's largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.

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 more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.

What is financial planning?

The aim of financial planning is more than just managing your savings and investments. It's about helping you to plan for a future lifestyle that’s as good as it can possibly be. You work hard, so why not make sure your money is working as hard as you are?

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you.

How financial advice can help you

Financial advice can make a big difference at every stage of life. A financial planner can help you with different investment strategies for different circumstances, such as:

  • managing your investments tax-effectively
  • planning for the costs of marriage and the benefits of combined income and savings
  • making your income go further by investing wisely
  • structuring your assets effectively if you are self-employed
  • planning for a family and the loss of a regular salary whilst on maternity leave
  • helping you make the most of your superannuation opportunities
  • planning your finances following a redundancy or when changing jobs
  • making the most of a financial windfall, such as an inheritance
  • maximising your eligibility for Centrelink benefits
  • planning the retirement lifestyle you want.

Visit the Bridges Retirement Lab

To learn more

Contact the Bridges Adelaide office to arrange a free, no-obligation initial consultation:

Email: silvana.puglia@bridges.com.au

Phone: 8212 6166

Drop into Level 3, 400 King William Street Adelaide SA 5000

Or visit Bridges' online to find out more about the vast range of services available.

  • What is the fee to see a financial planner?

    This can vary depending on what you want guidance on, and the extent of your plan.

    For more information, please see our dedicated financial planning section. 

  • Can Credit Union SA help me regarding wills and estates?

    Credit Union SA is proud to partner with local South Australian law firm Wallmans Lawyers to offer members a discounted offer for wills and estate planning services. 

    Wallmans Lawyers have a dedicated estate planning section which assists clients with wills, Powers of Attorney and Advance Care Directives (previously known as Powers of Guardianship) as well as general succession planning, taxation and superannuation issues.

    It's just another way that Credit Union SA is helping our members to protect their assets.

    Find out more

  • Does Credit Union SA offer conveyancing services?

    Credit Union SA can refer you to two of the best conveyancers in the business - SAIT Conveyancers and Alexander - Botten & Associates. Both are highly experienced operators and provide a quality service we're proud to recommend. What's more, they offer Credit Union SA members:

    • Generous discounts on their fees;
    • Free advice on any real estate matter;
    • Convenient access in the Adelaide CBD

    Find out more.

  • Where do I refer financial planning questions?

    Credit Union SA works with Bridges Financial Services to deliver superior financial planning services. 

    Bridges Financial Services is Australian-owned and one of Australia's largest financial planning and stockbroking firms. Bridges has served credit union members and other clients for many years from offices all over Australia, and can assist Credit Union SA members with all if their financial planning needs.

  • What is retirement planning?

    Retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life. The non-financial aspects may include lifestyle choices as how to spend time in retirement, where to live or when to completely quit working.

    Financial planners or advisers can help you develop retirement plans with the goal of achieve financial independence after paid work is complete.

How we can help you

Making smart financial choices can be difficult. Put yourself in the shoes of five animated couples to help them make smart financial choices.

Many people are aware that they need professional financial advice but are unsure of where to start. Bridges are here to help.

Gain access to great member offers and discounts with our partner, Wallmans Lawyers.

Smart decisions here could make an enormous difference to your future income.

Bridges Financial Services Pty Limited (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. In referring members to Bridges, Credit Union SA does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.