Financial Planning

 

Services

Financial Planning Services

At Gateway we’ve partnered with Bridges to offer financial advice to help you and your family’s future. Whether you want to pay off your home sooner, save a nest egg, or you’re looking to secure your future lifestyle, independent financial advice can make a difference.

 

How Financial Planning can help you
  • Build a realistic budget to help achieve your lifestyle goals
  • Understand the benefits of long term investment and how to diversify risk
  • Make the most of your superannuation
  • Plan the retirement lifestyle you want
  • Protect what's most important – your life and ability to earn an income
  • Deal with redundancy or changing jobs
  • Manage your investments tax effectively; and
  • Effective estate planning and how to make the most of a financial windfall.

 

Better Off with Advice

We understand that financial decisions aren’t easy. Before you dive into the deep end of planning your future and managing your wealth, speak to a Bridges Financial Planner to set you on the right path.

 

Questions To Ask

Ask yourself these questions
  • What are my goals in life?
  • Do I have a plan in place to achieve them?
  • Am I looking to invest in shares or need advice on what investments suit my individual situation?
  • Do I have adequate insurance to protect myself, my income and family?
  • Do I qualify for any Centrelink entitlements?
  • Will I have enough super to live the retirement lifestyle I’ve been dreaming about?
  • Do I need advice about tax-effective ways to use or invest an inheritance or other sums of money?

 

Advice from a Bridges Financial Planner can help you feel comfortable with the decisions you make. Start planning today and see the difference it can make.

 

Financial Planning Tools

 

About Bridges

Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.

Many people are aware that they need professional financial advice but are unsure of where to start.

The quest isn’t simply to find a planner but more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.

Visit the Bridges website to find out more about Bridges and the vast range of services available.

 

Watch Bridges' Online Videos

To learn more about how financial advice can make a difference view the Bridges online video series, topics include:

  • Investment Fundamentals
  • Asset Protection
  • Superannuation
  • Retirement
  • Estate Planning; and
  • Women and Financial Advice

Bridges Financial Services Pty Limited. ABN 60 003 474 977. ASX Participant AFSL No. 240837. Part of the IOOF Group.