/ / / Investment Planning

Great If:

You want to plan for your financial future

You’re a first-time investor

You want to branch out with your investments

Key Features:

Income producing investments, such as cash management trusts, term deposits, mortgage trusts, immediate annuities, allocated pensions and super pensions
Protected growth investments, such as conservatively invested funds
Income and growth investments, such as managed funds and share trusts
Tax advantaged investments including direct shares and listed property trusts
Enquire about Investment Planning It’s just that simple! Meet a planner

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.

  • 1

    Book an appointment online

    Make a booking
  • 2

    Give us a call

    1300 651 400

  • 3

    Drop into your nearest branch

    Find us

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.
Get started

Get in touch

Book an appointment

Call us

Find us
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.