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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  • Investment Planning

    Great if: You want to plan for your financial future.

  • Retirement Planning

    Great if: Your working life is winding down and you want to plan ahead.

  • Superannuation

    Great if: You want to maximise your super and minimise tax.

  • Salary Packaging

    Great if: You're able to put money aside and want to grow your retirement income.

  • Stockbroking

    Great if: You want to expand your investment portfolio.

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

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.

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.

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.

Retirement Lab

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

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

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
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.