Financial Planning

Thinking about your future is never a bad idea, no matter which stage of life you’re in. But it’s important to get the right advice from a trusted, reputable, capable source.

The Greater has partnered with Bridges to provide financial planning services to our customers. 

I want to:

Investment Planning

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

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Financial Planning

When the time comes for you to think about your financial future, make sure you get the right advice

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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.

Make a Financial Planning Enquiry

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.

Life Insurance

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

Estate Planning

Ensuring a smooth transition of your estate will protect those closest to you.

Make a Financial Planning Enquiry

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

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.