Bridges Financial Planning

Whether you're part of Generation Y wanting to start your first share portfolio or a Baby Boomer wanting a comfortable retirement, Bridges provides tailored financial solutions for all generations.

That's where our Financial Planning Service can help. We can arrange an appointment with a licenced financial planner from Bridges Personal Investment Services (Bridges) who will prepare a personal investment plan for you.

Whether you are investing for retirement, managing your income in retirement or accumulating wealth, Bridges Financial Planners will develop effective strategies to achieve these goals. They will also ensure you pay no more tax than you need to and secure any entitlement you may have to social security benefits.

Bridges holds an unrestricted Dealer's licence issued by the Australian Securities and Investments Commission and can provide professional advice on shares and other listed investments plus handle all transactions.

Additionally, Bridges has a service that monitors the ongoing progress of your investments and can recommend changes to maximise your return based on your circumstances and needs.

Take the first steps to a secure financial future. To arrange your appointment with a Bridges Financial Planner, contact your nearest CCU/PCU Branch.

Financial Advice and Consultation
Call Customs Credit Union for more information on 131 728 or to arrange a complimentary obligation-free initial consultation with a Bridges Financial Planner, who can help you plan to achieve your lifestyle goals in the years ahead.

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