What is financial planning?
|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 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.
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-effectivelySaving for a homePlanning for the costs of marriage and the benefits of combined income and savings Making your income go further by investing wiselyStructuring your assets effectively if you are self employedPlanning for a family and the loss of a regular salary whilst on maternity leaveHelping you make the most of your superannuation opportunitiesPlanning your finances following a redundancy or when changing jobsMaking the most of a maturing term deposit or a financial windfall, such as an inheritanceMaximising your eligibility for Centrelink benefitsPlanning the retirement lifestyle you want |
Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. 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, Queenslanders 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.