When the time comes for you to think about your financial future, make sure you get the right advice
|Investment Planning||Retirement Planning||Superannuation||Salary Packaging||Stockbroking|
|Great if||you want to plan for your financial future||your working life is winding down and you want to plan ahead||you want to maximise your super and minimise tax||you're able to sacrifice and want to grow your retirement income||you want to expand your investment portfolio|
How to plan for your future
There is no silver bullet when it comes to financial planning – everyone’s circumstances and future goals are different. That’s why the first step to mapping a better financial future is to make a complimentary, obligation-free initial appointment with a Bridges financial planner.
You and your planner will discuss your current situation and build a strategy just right for you.Make an appointment
Redundancy or Early Retirement Planning
Redundancy doesn't have to be a dirty word – take it back and speak to The Greater today.
Redundancy and Early Retirement
If you’re offered redundancy or early retirement, it’s important to consider your options and make the most of any payout amount.
Check out our Redundancy FAQs and find out how to arm yourself with the right tools to protect your lifestyle.
Protect your most important asset – yourself.
Whether you’re after life insurance, TPD cover, income protection insurance or trauma insurance, a Bridges financial planner can assist you in getting the right cover to suit your needs.Life Insurance
Why switch to Customer Owned Banking?
When it comes to banking, the customer’s confidence is key. And with The Greater being a seven decade established institution, with over $5 billion in assets under management, our customers sleep soundly knowing their money is in the right place.About Us
Understand your entitlements
Regardless of what lifestyle you’ve got planned for your retirement, it’s important to educate yourself on exactly what you’re entitled to in the way of Centrelink support.
Structuring your finances properly can save you a fortune. See how..See Centrelink Strategies
Ensuring a smooth transition of your estate will protect those closest to you.
Plan the distribution of your Estate
Sometimes it can seem like the building of wealth is the be all and end all, while we forget about the transfer of our estate to our families when we are gone.
Let a Bridges financial planner show you the benefits of properly planning the distribution of your estate.
Find out how Estate Planning can help you here