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

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

I want to

  • Plan for my retirement

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

  • Invest in property

    Investing can be a fruitful way to ensure our financial future is secure, but without the right advice, it can be hard to know where to begin. 

Retirement Lab

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

Enter The Lab

Use our Financial Planning Tool

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

Get Started

Track your investment interest

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

Let's Go

Find out more about Investment 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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Term Deposit

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Retirement Planning

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Superannuation

Super is an investment strategy for your future. Don't sell yourself short.

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.

Are you making smart financial choices?

Visit the Choices interactive experience to find out, all thanks to our partner, Bridges.
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.