How can a Planner Help?

Bridges financial planners can provide advice on:

  • Managed Investments & Fixed Interest
  • Retirement Planning
  • Superannuation and Rollovers
  • Estate Planning
  • Building Wealth
  • Redundancy
  • Tax Strategies

Managed Investments & Fixed Interest

The key focus when regarding investments is the return you require and the length of time you have to invest. Bridges planners will be able to provide information on a wide range of products.

Retirement Planning

The decisions you make today will decide whether you will have sufficient money to live the lifestyle you require in retirement. It is no longer possible to assume that the Government pension will be sufficient. There are a number of factors to consider which can be discussed with a Bridges financial planner.

Use our Superannuation Calculator* to explore your retirement needs

Superannuation and Rollovers

Superannuation is one of the most tax effective ways to save money for your retirement. Bridges financial planners can advise you of several ways in which to maximise your superannuation contributions.

Use our Superannuation Calculator* – explore and understand your superannuation savings.

Estate Planning

Estate planning is the preparation and documentation of a person’s wishes for the distribution of their assets following their death. An effective plan will ensure that your will is properly structured to maximise the distribution of wealth to your next of kin.

Building Wealth

A Bridges financial planner will be able to look at your current asset and liabilities and advise you on the best strategy to increase your wealth. This may be borrowing additional funds with which to invest or restructuring the mix of your current investments.

Redundancy

Finding new employment is stressful enough without having to worry about your finances. A Bridges financial planner will be able to advise you on how to make your finances last until your secure new employment, any benefits you may be entitled to, your tax implications or how best to use your redundancy to pay off debts or invest.

Tax Strategies

A Bridges financial planner will be able to advise on the optimum level of gearing and mix of assets to ensure that you minimise you tax payments.

Would you like to contact a Bridges Financial Planner?

Use our simple online enquiry form.

Other useful links

Read about the financial planning process.
Read about Bridges financial planning.
Use our superannuation calculator.
Use our budgeting calculator.

*This calculator is made available by Plenty Credit Co-operative Limited, not Bridges, for your use. Further, Bridges disclaims liability for any loss or damage suffered as a result, directly or indirectly, of using the calculator or relying on the result of the calculator.

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