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.Get Started
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
A Greater guide to Financial Planning
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.Find out more
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.
Planning for life after work is something we all need to give serious consideration, but it can be hard to get a picture of how we're tracking in comparison to our retirement goals.
Our partners at Bridges have put together a handy tool which allows you to monitor your progress by answering a few simple questions. Try it today.Enter the Retirement Lab
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
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