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Financial Planning

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Bridges is one of Australia's leading financial planning and stockbroking firms operating from over 40 offices nationwide.

Bridges have served Members since 1985, and Bridges financial planners now provide professional financial planning advice to Members of over 100 mutuals from offices right around Australia, and are committed to providing the highest standard of service.

You can visit the Bridges website at bridges.com.au for more information on Bridges.

Contact Us to make an Appointment
  The financial planning process
  • understanding you and your current situation.
  • setting goals and objectives
  • identify critical success factors and barriers to achieving your goals
  • identification of possible strategies
  • implementing the agreed strategy
  • ongoing review and monitoring of your strategy
  How can a financial planner help?

Bridges specialise in a range of services including:

  • personal advice on tax-effective investment strategies
  • buying and selling shares
  • making the most of your superannuation and rollovers
  • managing redundancy
  • retirement planning
  • securing the best possible retirement income
  Easywill

Easywill is a legal, low cost online Will service which means preparing your Will just got easier. Using Easywill you can:

  • prepare your Will in less than 25 minutes
  • access online help every step of the way
  • make changes to your Will for up to seven days
  • allow your partner/spouse to make a Will for an additional fee
  • choose to subscribe to an annual review service - Will Assist
  • arrange for safe and secure storage of your Will for no extra charge

Take control and create a Will today. Anyone over 18 with an income and/or assets of any value should have a Will prepared. It is particularly important to prepare a Will, or update your existing Will when your life circumstances change. Visit easywill.com.au for further information.

  Related information:

 

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. SERVICE ONE Mutual Limited to Bridges, SERVICE ONE does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.

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