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Financial Planning

How Bridges can help

How Bridges can help

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.

A financial planner can help you:

  • Define your financial and lifestyle goals
  • Understand your current financial situation and personal circumstances to see what opportunities you have
  • Build a financial plan with written, measurable outcomes
  • Determine and manage your savings and investment strategies
  • Stay on track through ongoing progress reviews

Areas a financial planner typically focuses on are:

  • Making the most of your superannuation
  • Managing your money tax-effectively
  • Selecting investments based on your risk profile
  • Structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • Planning for your transition to retirement
  • Maximising your Centrelink benefits
  • Ensuring you have appropriate personal insurance cover to protect your family
  • Estate planning to make sure your affairs are in order when you can no longer manage them
  • Providing aged care advice for you or a loved one

If you want more information about Bridges Financial Planning, how they can help you, access to calculators and other useful material visit their website at bridges.com.au.

Meet the team

Meet the team

South Australia

Steve Kelly
Adv.Dip.FS (FP) AFP® Dip.SM FASFA SSA™
Authorised Representative No. 394160

Steve has over 25 years’ experience working in financial services and enjoys assisting clients to protect their financial security and improve their financial position. Steve is a Senior Financial Planner, a member of the FPA and SMSF Associations and currently undertaking his Masters in Financial Planning. He provides comprehensive advice, inclusive of tax-effective investment strategies and retirement planning, self-managed super funds, gearing and margin lending.

Mark Tyminski
SMSF Specialist Advisor™ 
Authorised Representative No. 307741

Mark has over 20 years’ experience in the financial services industry and has been a Certified Financial Planner® since 2001. Mark provides holistic advice, specialising in defined benefit pensions and unfunded (constitutionally protected) superannuation schemes, e.g. Super SA and Police Super. He is also a SMSF Specialist Advisor and accredited to provide aged care advice.

South Australia and Northern Territory

Tiffany Cosh
G. Cert. FP
Authorised Representative No.1001500

Tiffany has completed a Diploma in Financial Advising, a Graduate Certificate in Financial Planning and is undertaking her Masters in Financial Planning and is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service. Tiffany specialises in tax-effective investment strategies and retirement planning.

Get in touch

Get in touch

Get in touch:

Call 1300 131 844 or visit us in branch to make an appointment. 

More information

More information

If you want more information about Bridges Financial Planning, how they can help you, access to calculators and other useful material visit their website at bridges.com.au.

How Bridges can help

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.

A financial planner can help you:

  • Define your financial and lifestyle goals
  • Understand your current financial situation and personal circumstances to see what opportunities you have
  • Build a financial plan with written, measurable outcomes
  • Determine and manage your savings and investment strategies
  • Stay on track through ongoing progress reviews

Areas a financial planner typically focuses on are:

  • Making the most of your superannuation
  • Managing your money tax-effectively
  • Selecting investments based on your risk profile
  • Structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • Planning for your transition to retirement
  • Maximising your Centrelink benefits
  • Ensuring you have appropriate personal insurance cover to protect your family
  • Estate planning to make sure your affairs are in order when you can no longer manage them
  • Providing aged care advice for you or a loved one

If you want more information about Bridges Financial Planning, how they can help you, access to calculators and other useful material visit their website at bridges.com.au.

Meet the team

South Australia

Steve Kelly
Adv.Dip.FS (FP) AFP® Dip.SM FASFA SSA™
Authorised Representative No. 394160

Steve has over 25 years’ experience working in financial services and enjoys assisting clients to protect their financial security and improve their financial position. Steve is a Senior Financial Planner, a member of the FPA and SMSF Associations and currently undertaking his Masters in Financial Planning. He provides comprehensive advice, inclusive of tax-effective investment strategies and retirement planning, self-managed super funds, gearing and margin lending.

Mark Tyminski
SMSF Specialist Advisor™ 
Authorised Representative No. 307741

Mark has over 20 years’ experience in the financial services industry and has been a Certified Financial Planner® since 2001. Mark provides holistic advice, specialising in defined benefit pensions and unfunded (constitutionally protected) superannuation schemes, e.g. Super SA and Police Super. He is also a SMSF Specialist Advisor and accredited to provide aged care advice.

South Australia and Northern Territory

Tiffany Cosh
G. Cert. FP
Authorised Representative No.1001500

Tiffany has completed a Diploma in Financial Advising, a Graduate Certificate in Financial Planning and is undertaking her Masters in Financial Planning and is committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service. Tiffany specialises in tax-effective investment strategies and retirement planning.

Get in touch

Get in touch:

Call 1300 131 844 or visit us in branch to make an appointment. 

More information

If you want more information about Bridges Financial Planning, how they can help you, access to calculators and other useful material visit their website at bridges.com.au.