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.
Upcoming Free SeminarsThere are no events to display
Latest Financial Planning News
With almost a third of all super funds in Australia being self-managed superannuation funds, it’s no wonder that this is the fastest growing segment of the superannuation industry in Australia.Read More
You may not think car insurance is a big priority, but have you considered the financial impact if you weren’t adequately protected? Even a small bump to someone else’s car or property could cost you thousands of dollars to repair.Read More
A number of bills under the clean energy legislation, popularly known as the carbon tax, passed Parliament and have now become law. Recognising the impact of the carbon tax on the costs of living, the Government has provided a number of compensation measures due to kick-in from 1 July 2012.Read More
The budget this year had one important goal, to achieve a budget surplus – a promise to take the Australian economy from a $44 billion deficit to a $1.5 billion surplus in 12 months. The prospect of a surplus puts Australia in an enviable position, ahead of many other economies.Read More
This is not the first time we’ve seen the share market performance drop dramatically. Over the years, the share market has experienced a number of much more spectacular falls – including the crashes of 1969 and 1987 where the market fell by 15 per cent or more. However, by its very nature the share market …Read More
Terms and Conditions
*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.