Bridges Financial Planning
 Taking advantage of investment opportunities or planning
for retirement can be beyond the capabilities of most
of us, especially in challenging times.
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
As a Member of Edvest you are entitled to a free no obligation consultation with a Bridges Financial Planner.
Please read important information about terms and conditions
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