Who needs financial planning advice?

Do any of these apply to you? If so we would be happy to talk to you about planning for your future.

  • Do you have young children, a spouse or other dependants?
  • Are you self-employed?
  • Have you recently undergone a major employment change?
  • Are you interested in investing?
  • Do you have a lump sum of money sitting in your account or have you just come into an inheritance?
  • Are you interested in margin lending/gearing strategies?
  • Are you interested in salary packaging or do you want to consolidate your superannuation?
  • Do you require life and/or income protection insurance?
  • Have you recently sold a major asset (e.g. business)?
  • Do you have surplus income to invest or want to start a regular investment plan?
  • Are you looking to maximise your superannuation contribution limits?
  • Are you planning for retirement?
  • Do you require assistance with estate planning (e.g. establishing a Will or updating an existing Will)?
  • Do you have maturing investments?
  • Do you require assistance with taxation or Centrelink strategies?

Learn more about a complimentary initial appointment with Bridges

Bridges. ASX Participant. AFSL No 240837. In referring members to Bridges, Greater Building Society does not accept any responsibility for any act or omission or advice provided by Bridges and its authorised representatives.