Great If:

You want to arrange distribution of your estate

You want to make sure your family is provided for

You’re looking to plan your estate cost effectively

Key Features

The right financial planning can help you structure your estate to ensure your assets are distributed in a tax-effective way. 

Having a valid Will in place may be fundamental, but there is so much more to consider if you want to be sure that your intentions are fully carried out after you’ve gone. A Financial Planner can assist you in this regard.

If you have a beneficiary with Centrelink benefits, they may be able to preserve their benefits by contributing part of their inheritance to a super fund or creating a complying income stream.

Your Will can allow for creation of a ‘testamentary trust’ that can protect assets for the benefit of children or those unable to manage their inheritance responsibly.

An enduring Power of Attorney means a trusted family member and/or friend can make financial decisions in your interest if and when you are no longer able.

Apply for Estate Planning It’s just that simple! Make a booking

I want to

  • Teach my kids to save

    The fact is that saving and managing our finances is something that all of us will have to do. We’ve put together a basic plan so that you can plant the seeds of knowledge early.

  • Plan for my retirement

    The retirement lifestyle of your dreams is within reach – all it takes is a little foresight and some great advice.

Use our Financial Planning Tool

By answering a few simple questions, see how you're able to protect your financial future.

Get Started

Retirement Lab

Enter the lab and see how you're tracking towards the retirement lifestyle of your dreams.

Enter The Lab

Track your investment interest

By using our handy calculator, you can watch your hard-earned money grow.

Let's Go

Find out more about Estate Planning

Your first step is to book a complimentary, obligation free initial appointment with a Bridges Financial Planner. Get in touch with us via your method of choice so we can arrange an appointment at a time that suits you.

  • 1

    Book an appointment online

  • 2

    Give us a call

    1300 651 400

  • 3

    Drop into your nearest branch

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Investment Planning

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Centrelink Strategies

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Life Insurance

Protect your most important assets and don't leave your loved ones vulnerable.

Plan for your future

Answering a few simple questions can show you the way to a brighter financial future. Check out our Financial Planning Tool today.
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.