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Financial Planning

Better advice, better outcomes

Financial planning is about managing your savings, investments and more.

It’s about the right strategic path to your future lifestyle. Young or old, the advice of a professional Financial Planner is a vital step to get your money working as hard as you are.

Bridges is better
Don’t know where to start when it comes to financial planning? Try one of the country’s most highly respected wealth managers covering pre and post retirement planning, risk insurance advice, estate planning advice and more.

Financial Advice
How can financial advice help you? A Financial Planner can help you with different investment strategies for different circumstances. Better informed means better decisions!

Better Budgeting
Better wealth starts with better savings. And better savings start with better budgeting. Set yourself an achievable budget and get control of your money. Here’s how.

Saving v Investing?
These two little words ‘saving’ and ‘investing’ sound similar, but which one is for you? Short term or long term? What do you want to achieve? What’s your risk tolerance? Let’s find out, shall we?

Better Superannuation
Superannuation could be your only means of financial support in your retirement. So having a chat with a Bridges Financial Planner about what type of retirement you want and how to get it could help you to be better off.

Better Retirement Planning
What do you want to do in retirement? How much money will you need? Will you need a regular income? Your retirement depends on the decisions you make now. Like talking to Bridges today.

Retirement Measuring Up?
You’ve got a retirement plan in place? Great. But how will it stand up to the cost of living in the future. Head over to the Bridges Retirement Lab calculator. It could be well worth finding out!

Better Risk Insurance
This is all about looking after you, your income and your loved ones should the unthinkable happen. Find out how a Bridges Financial Planner can help you with the insurance you need.

Better Share Investing
You know share investments can be a great way to create wealth, but which is best for you? Investing directly or indirectly through a managed fund? Or is it a mix of the two? Bridges can help you find the answer.

Redundancy, made better
With the emotional impact of redundancy to deal with, there’s the challenge of how to best manage your redundancy package. This is where a Bridges Financial Planner can help make it better.

Better Tax Effective Investing
Some investments are more tax effective than others, such as shares and property. A Bridges Financial Planner can give you advice on tax effective investing.

Better Tax Tips
Bridges Tax Tips and Checklist will get tax stress levels down. Check everything your accountant, tax agent or financial planner needs for many happy returns.

Better Estate Planning
Who will look after your family after you’ve gone? Who will get what? Let our Bridges team look after you, prudently and thoughtfully planning your estate.

Free Seminars, even better!
Get in touch with us to see how you can attend our free seminars. Get better informed on making decisions about your financial future. And yes, it’s all free.

Like to know more about how financial planning can help you?

Contact a Bridges Financial Planner today!