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Financial Planning Overview

Written by Aija Zablovska

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Our objective is to help you achieve all your financial goals, whether these be personal or business.

That's why we have a range of solutions that can help you achieve your goals.

  • What are your personal financial goals?
  • Do you have any lifestyle goals?
  • When are you planning to retire?

No matter how old you are, these are important questions. See how a financial planning service can help you put things in place to meet your goals:

For members in the Maritime, Mining and Power Industries

Whether you are saving for your first home, have a young family and are planning the many costs that caring for children will bring or considering retirement, we can refer you to a financial planner who will be able to provide you with financial advice.

 

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For all other members

Whether advising on buying and selling shares, helping you choose the right superannuation strategy, securing your best possible retirement income or keeping a close, ongoing watch on your investment portfolio, Bridges is committed to the highest standard of service to credit union members.

 

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Financial Tips

We have a range of useful information and tips to help you with some of the bigger financial decisions you will make.

  Click here to learn more about our tips

Useful Links

Questions?

If you have any questions, please contact us