Financial advice can make a big difference at every stage of life. A financial planner can help you with different investment strategies for a variety of 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 a family and the loss of a regular salary whilst on maternity leave
  • Helping you make the most of your superannuation opportunities
  • Planning your finances following a redundancy or when changing jobs
  • Making the most of a maturing term deposit or a financial windfall, such as an inheritance
  • Maximising your eligibility for Centrelink benefits
  • Planning the retirement lifestyle you want

Our Credit Union is proud to offer you the services of Bridges. Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to Credit Union and Building Society members since 1985. Many people are aware that they need professional financial advice but are unsure of where to start. The goal isn’t simply to find a planner, but more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.

Important notes

In referring members to Bridges, Catalyst Money does not accept responsibility for any act, omissions or advice of Bridges and its authorised representatives. Bridges have arrangements in place to pay referral fees to Credit Unions in respect of any members referred to them. Bridges may pay the Credit Union a fee ranging from 0% to 30% of the entry and/or on-going fee.

Bridges Finanial 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, Community Alliance Credit Union Limited 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.