Savings and Investments

Financial Planning

When you are seeking financial planning advice, trust and reputation are important criteria. You need to have confidence in the professional standards of your financial planner and in their capabilities to advise you, now and in the future. You should also expect that the company behind your planner is strong, well-resourced, experienced and reputable.

That’s why The Greater has partnered with Bridges to provide financial planning services to our customers. Bridges is a pioneer in Australian financial planning and is here for the long term.

Whatever your goals are in life, having a plan in place can help you achieve them.
The Greater offers all customers a FREE, no-obligation, initial appointment where you can discuss your goals, review your current situation and the options that are available to you. You save $330.

Make an Appointment

Do Any of These Apply to You?

If so, we would be happy to talk to you about planning for your future.

If you answered YES to any of these questions. We’d love to talk to you about planning for your future.

Making a complimentary, obligation-free initial appointment is easy

Make an Appointment

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. Part of the IOOF group. 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 customers to Bridges, the Greater Building Society does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.

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