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.
Enquire about Estate Planning It’s just that simple!
Meet a planner
I want to
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Set up a budget
We’re all aware of budgeting, but often we view it from a negative perspective. The reality is anyone can achieve their goals with the right budgeting tools.
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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.
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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.
Budget Planner
Keep close track of every dollar you earn, and manage your money smarter as you approach life after work.
Track your investment interest
By using our handy calculator, you can watch your hard-earned money grow.
Meet with a Financial Planner
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.
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Book an appointment online
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Give us a call
1300 651 400
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Drop into your nearest branch
You might also be interested in:
Centrelink Strategies
It’s important to know your entitlements so you can make the most of your retirement.
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.
