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Building your wealth

The aim of financial planning is more than just managing your savings and investments. It’s about helping you to plan for a future lifestyle that is as good as it can possibly be. You work hard so make sure your money is working hard too!

Whatever life stage you are at, 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.

Holiday Coast Credit Union makes financial advice available through our relationship with Bridges Financial Services.

Bridges financial planners can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more.

With over 65 offices and more than 60 financial planners, Bridges is one of Australia's largest financial planning and stockbroking companies and has been providing financial planning services to credit union and building society members for over 30 years.

 

 Many people are aware that they need professional financial advice but are unsure of where to start.

Why do I need financial advice?

  • Tips to Help you Build Your Wealth
  • Financial advice can make a big difference at every stage of life. Ready to find out more?
  • A financial planner can help you identify strategies to build your wealth. Ready to start building?
  • Financial advice makes a difference and so does financial literacy
 

 

Helpful financial tools 

Retirement Gap Calculator

Salary Sacrifice Calculator

Savings Calculator

If you are interested in the services of a Bridges Financial Planner call 1300 365 7 24 and we will arrange your complimentary initial consultation.

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 977. ASX participant. AFSL No 240837. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Holiday Coast Credit Union does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Part of the IOOF group.

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