Financial Planning
Bridges Financial Planning
Research by the Financial Services Council shows those people who received advice were almost $100,000 better off at retirement. In fact, the research shows that a 30 year old would save an additional $91,000, a 45 year old would save an additional $80,000 and a 60 year old would save $29,000 more than those without a financial adviser.*
That’s where our Financial Planning Service can help. We can arrange an appointment with a licenced financial planner from Bridges Personal Investment Services (Bridges) who will prepare a personal investment plan for you.
Whether you are investing for retirement, managing your income in retirement or accumulating wealth, Bridges Financial Planners will develop effective strategies to achieve these goals. They will also ensure you pay no more tax than you need to and secure any entitlement you may have to social security benefits.
Bridges holds an unrestricted Dealer’s licence issued by the Australian Securities and Investments Commission and can provide professional advice on shares and other listed investments plus handle all transactions.
Additionally, Bridges has a service that monitors the ongoing progress of your investments and can recommend changes to maximise your return based on your circumstances and needs.
Take the first steps to a secure financial future. To arrange your appointment with a Bridges Financial Planner, contact us or fill in the form below to arrange a complimentary obligation-free initial consultation with a Bridges Financial Planner, who can help you plan to achieve your lifestyle goals in the years ahead.
*Source: Financial Services Council 2011.
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*You could be better off at any age. Financial Services Council research shows that a 30-year-old would save an additional $91,000, a 45-year-old would save an additional $80,000 and a 60-year-old would save $29,000 more than those without a financial adviser. Source: Financial Services Council 2011.
