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.

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 partner 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?

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

• Call 1300 651 400
• Visit your nearest branch
• Complete an enquiry form here and we will contact you to confirm your 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.