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Bankstown City Credit Union Financial Services for the life you want! Best of the Best Money Magazine Winner 2006Best of the Best Money Magazine Winner 2007SmartInvestor Blue Ribbon Awards Winner 2008
What is Financial Planning?

What is Financial Planning?

The aim of financial planning is more than just managing your savings and investments. It’s about ensuring that your future lifestyle is 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 effectivelyHow financial advice can help you?
  • Saving for a home
  • 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 in the most effective way if you are self employed
  • Planning for the birth of children and the loss of a regular salary whilst on maternity leave
  • Making the most of your superannuation
  • Planning your finances following a redundancy or when changing jobs
  • Making the most of a financial windfall, such as an inheritance or a maturing term deposit
  • Maximising your eligibility for government benefits
  • Planning the retirement lifestyle you want

* These financial planning services are provided by Bridges Financial Services Pty Ltd ABN 60 003 474 977 AFSL No. 240837.
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Any advice on this website does not take into account your personal needs and financial circumstances and you should consider whether it is appropriate for you.
Bankstown City Credit Union recommends you read the relevant Product Disclosure Statement(s) and the Financial Services Guide before acquiring the product.
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