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Financial Planning

The aim of financial planning is more than just managing your savings and investments. It’s about ensuring that your future lifestyle 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.
 

How financial advice can help 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 effectively
  • Saving for a home
  • Planning for the costs of marriage and the benefits of combined income and savings
  • Making your income go further by investing wisely
  • Structuring your assets in the most effective way if you are self employed
  • Planning for the birth of children and the loss of a regular salary whilst on maternity leave
  • Making the most of your superannuation
  • Planning your finances following a redundancy or when changing jobs
  • Making the most of a financial windfall, such as an inheritance or a maturing term deposit
  • Maximising your eligibility for government benefits
  • Planning the retirement lifestyle you want

More Information

 

Bridges Financial Services Pty Ltd. ASX Participant. AFSL No 240837. In referring members to Bridges, Encompass Credit Union does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives. Encompass Credit Union may receive a commission ranging from 0% to 30% of the entry and / or on-going fee paid by the member to Bridges. We also receive additional incentive payments from Bridges depending on the level of business referred by us and other Credit unions in Australia to them. These payments do not increase the fees already payable by members to Bridges.

 

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