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Financial Planning

At Police Credit Union, we understand that financial goals, big and small, are important. Building a secure future means not only staying on top of your finances but also making strategic decisions to achieve your goals to future-proof your finances.

It’s important to seek the right information and advice to help you along the way – especially when considering those bigger life decisions. If you’re seeking financial advice, we can refer you to accredited and reputable financial planning service providers conveniently located across metro Adelaide locations.

What does a Financial Planner do?

From starting your financial journey, to building wealth as a single person or a family, to planning for retirement. Financial Planners can help you:

  • assess your current finances
  • outline your achievable financial goals
  • identify your financial opportunities
  • create a strategic financial plan
  • ensure progress with periodic reviews.

Financial planners can create a personalised roadmap to help you achieve your goals. They will sit down with you to review your current financial situation, including your income, expenses, debts, and savings. Then, they can help you identify your financial goals, whether it’s saving for a house, planning for retirement, or funding your child’s education. They can also help you manage debt, review your taxation arrangements, and navigate insurance options. Their expertise can help you make informed decisions to navigate the complexities of money management, ultimately giving you peace of mind about your future.

What key areas does a financial planner cover?

Financial Planners are experts in providing personalised services including:

  • Retirement Planning
  • Income Protection Insurance
  • Superannuation Planning
  • Life Insurance
  • Investment / Asset Planning
  • Centrelink Advice
  • Aged Care Advice
  • Taxation Advice
  • Estate planning

Working with a financial planner can be helpful when navigating new work arrangements, changing life circumstances, seeking to grow your wealth whether inside or outside of superannuation, and planning for your retirement.

Interested in speaking with a Financial Planner?

Chat to our friendly staff for a referral for a financial planner:

Call 1300 131 844 during business hours
Email us at [email protected]
Visit a branch

Mail: PO Box 6074 Halifax Street PO, Adelaide SA 5000

If you have a complaint or an issue, please read about our complaints process here.