Investment

Investment Planning

Making smart choices now can set you up for a better financial future.

But if you’ve never invested before, or are looking to expand your portfolio, it’s important you’re able to access the right advice.


Retirement

Retirement Planning

When we get towards the end of our working lives, we all look forward to a comfortable and fulfilling retirement.

However, without the right advice, the road towards retirement can be fraught with uncertainty. Get the right financial planning to ensure your retirement years are the best of your life.


Superannuation

Superannuation

When you retire, you’ll have been working for close to 50 years. Entire civilisations have risen and fallen in less time. Don’t you deserve to live comfortably when your working life draws to a close?

Getting your super right is important, and it’s not as daunting as it may seem.


Salary Packaging

Salary Packaging

If you’re approaching retirement or are simply thinking of ways you can be better prepared for life after work, you may wish to consider the option of Salary Packaging.

Salary Packaging lets you put aside, some of your pre-tax salary and put it towards your super fund. This means you may have a little less to spend now but more to spend later.


Stockbroking

Stockbroking

Most of us have certain preconceived ideas in mind when it comes to stockbroking, but these stereotypes couldn't be further from the truth.

While it is true that investing in the share market can come with its ups and downs, with the right advice it can be a powerful tool with which to expand your portfolio.


Redundancy

Redundancy

If you were made redundant tomorrow, what would your next step be? 

Making the right decisions at this time will not only affect your ability to make the most of your payout package, it will also help you ensure your life after work is spent on your terms, instead of on a tight budget.


Life Insurance

Life Insurance

Hardly a subject many of us like to dwell on, but the harsh truth is that we are all susceptible to the unexpected. 

Were the worst to occur, wouldn’t you like to know that you’d done everything you could to protect your loved ones against the vulnerability of an uncertain financial future?


Centrelink Strategies

Centrelink Strategies

When you retire, you want to enjoy the lifestyle of your choice. After a lifetime of hard work, you’re entitled to want to feel secure in your financial future.

But one thing many of us forget is the possibility of Centrelink Entitlements in retirement. It never hurts to know what forms of government assistance you may be eligible for.


Use our Financial Planning Tool

It's never too early or late to start planning for a brighter financial future. Answer a few simple questions to discover how you can reach your financial and retirement goals.

A Greater Bank guide to Financial Planning

Are you making smart financial choices?

Visit the Choices interactive experience to find out, all thanks to our partner, Bridges.

Reverse Mortgages

Wouldn't it be great if you could use the equity in your home to fund the things you'd like to do?

You can. A Reverse Mortgage enables you to use some of the money tied up in your home without having to sell it.

Whether you're thinking about Aged Care for a loved one, or just want to maintain your retirement lifestyle, a Reverse Mortgage may be the right option for you.

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, Greater Bank does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.