If something serious were to happen to you, the last thing you’d want to worry about is paying the mortgage or how to care for your loved ones. Fortunately, there are ways you can protect yourself.
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Investment Planning
Are you utilizing your Super to it's fullest potential?
Did you know?
There is more than $14 billion in lost super waiting to be claimed? What if some of that money was yours?
(Source: ATO August 2014)
Based on your answers,
the following products may be right for you:
Insurance
Did you know?
60% of Australian families will run out of money within 12 months if the main breadwinner were to pass away. (Source: TSN Underinsurance report).
Nothing is more important than the wellbeing of you and your loved ones
Find out more about getting the right cover to suit you and your family.
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Investing
Investing doesn’t always mean having to buy a house; there are all sorts of simple options to help your money grow – and you don’t always need as much money as you may think.
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From a simple term deposit to managed funds, you’ll soon be on your way to saving for a new car, your child’s wedding or just enjoying a bit of extra confidence for the future.
Make your money work hard for you.
Find out more about your investment options
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Parental Care
Now is the time your parents need you most.
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If your parents need to go into an aged care facility their assets could be jeopardised to pay for the accommodation bond?
Make sure your parents get the care they deserve.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Make an appointment
Centrelink Strategies
Many of us are entitled to more than we might think.
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The Government has proposed to increase the age pension qualifying age to 70 years as announced in the 2014/15 Federal budget. This means, if you retire at 60 years of age you will need to fund your own retirement for 10 years before receiving government assistance in the form of the age pension. Note: Individuals born before 1 July 1958 will not be affected by this change.
Don’t miss out on what’s rightfully yours.
Find out more about your Centrelink Entitlements now.
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Retirement Planning
It’s time to finalise your retirement plan and start thinking about life after work.
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You may be able to access your superannuation while you’re still working?
Realise your retirement dreams.
Find out how you can get your retirement planning right.
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Living Happily in Retirement
Now’s the time to be happy; not worried about your finances.
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The ASFA Retirement Standard suggests that the amount you need to save (for a single person to support a comfortable lifestyle) is just over half a million dollars2. And this is on top of paying off your principal home. (2 ASFA Retirement standard March 2014)
Find a financial planner that works in your interest.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Make an appointment
Investment Strategies
Being happy in retirement means your investments are set up right.
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You choose to buy and sell shares directly yourself, or you can invest in a managed investment or a separately managed account, where your investment manager will research shares and then buy and sell on your behalf.
Make your money work hard for you – while you sit back and relax.
Find out more about your investment options now.
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Aged Care
Don’t leave your future to chance.
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In 2054-55, there are projected to be around 40,000 people aged over 100. This is a dramatic increase, well over three hundred times the 122 Australian centenarians in 1974-75. This has important implications for the demand for health and aged care services and retirement incomes. (Source: 2015 Intergenerational report)
Take control now and make your own choices in the future.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Make an appointment
Superannuation
Don’t sell yourself short for retirement.
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Employers are currently required to make minimum payments equivalent to 9.5 per cent of an employee’s salary to a superannuation fund, to help the employee save for retirement. This rate is scheduled to rise to 12 per cent between 1 July 2021 and 30 June 2026. (Source: 2015 Intergenerational report)
Get your super sorted today
Find out how you can structure your super to make the most of every dollar.
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Prepare for your 30's
So that you can prepare for the future, here’s a list of things you might expect in your next stage of life - your 30’s
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Family - Starting a family can be the most exciting time of your life, but it also comes with great responsibility. Ensuring you’re able to look after those close to you will certainly become a new priority.
Start preparing for tomorrow, today.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Book an appointment
Prepare for your 40's
So that you can prepare for the future, here’s a list of things you might expect in your next stage of life - your 40’s
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Preparing for life events – If you have children, they won’t be at school forever. Before you know it they could be starting university, buying their first home or getting married. By planning today, you can give them a helping hand when they need it most.
Start preparing for tomorrow, today.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Book an appointment
Prepare for your 50's
So that you can prepare for the future, here’s a list of things you might expect in your next stage of life - your 50’s
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Kids Leaving Home - If you have kids, they’ll probably be talking about when to leave home. Before you know it they could be finishing university, buying their first home or getting married. By planning today, you can give them a helping hand when they need it most.
Start preparing for tomorrow, today.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Make an appointment
Prepare for your 60's
So that you can prepare for the future, here’s a list of things you might expect in your next stage of life - your 60’s
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Estate Planning - It’s easy to focus on accumulating wealth, but often we forget about the importance of planning for the transfer of wealth when we’re gone. Not only is creating a Will important, but also planning how your assets can be distributed both fairly and effectively.
Start preparing for tomorrow, today.
Book a complimentary initial consultation with a Bridges Financial Planner today.
Make an appointment
What to do next?
To give you and your family the financial management stability you deserve, book your complimentary, no-obligation initial consultation with a Bridges financial planner today.
Greater Bank has partnered with Bridges to provide financial management and financial planning services to our customers. We chose Bridges because they are strong, well-resourced, experienced and reputable. Founded in 1985, Bridges has a network of over 160 financial planners, servicing over 51,000 Australians.
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