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How a Financial Planner can help you

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Do you know how much you spend each week; how much you need to retire; or how well your family is protected?

 

A financial planner can help you with the following, along with many other matters:

Budgeting

Do you know how much you spend? If your money seems to disappear, try setting yourself a firm but achievable budget and start taking control of your money.

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Saving versus Investing

The terms ‘saving’ and ‘investing’ are often used interchangeably but are actually very different.

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Superannuation

Your employer’s compulsory  Superannuation Guarantee (SG) contributions are unlikely to give you a comfortable retirement. But if you start contributing to your super now you can be one step closer to securing your future.

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Retirement Planning

Retirement is the time for you to relax and do the things you have always wanted to do. Careful planning can help ensure you are financially secure and able to enjoy your retirement.

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Insurance

What would your family do if something happened to you? Illness, injury and death can have a huge impact on your family and your finances.

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Share Investing

You can choose whether you invest directly or indirectly through a managed fund. You can even choose a combination of both.

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Redundancy

Redundancy can affect anyone at anytime and there are many things that you need to consider should it happen to you. Make the most of your payout. 

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Tax-effective investing

Some investments are more tax-effective than others. Growth investments such as shares and property often receive more favourable tax treatment.

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Estate Planning

Who will look after your family when you have gone?  You have worked hard all your life, so don’t let it all be for nothing.

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Financial Guides

We have developed a series of booklets that you can download to help you secure your financial future.

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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 or a registered tax agent. In referring members to Bridges, Select Encompass Credit Union Ltd does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL 240837. Part of the IOOF group.