Financial planning

Protect your and your family's future. Whether you want to pay off your home sooner, build a nest egg for the future or you’re looking for a bit of financial breathing space, a financial planner can help. We work with one of Australia’s largest financial planning companies, Bridges Financial Services*, to provide you with tailored financial advice to help you reach your goals – whatever they may be.

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How financial planning can help?

Financial advice is not a ‘one size fits all’ approach. A successful financial plan is one that has been tailored specifically for you. A financial planner can assess your individual needs, explain suitable investments and develop appropriate strategies. To help you get started, we can arrange a complimentary initial consultation with a Bridges financial planner.

Bridges can help you with:

  • Superannuation planning
  • Growing and protecting your wealth
  • Planning for retirement
  • Accessing social security (Centrelink & DVA)
  • Managing redundancy payouts
  • Estate planning
  • Aged care advice
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Learn more about


Make the most of your super


Protect yourself and look after your loved ones

Retirement Planning

Plan your retirement so you’re financially comfortable

Budgeting and Wealth Building

Take control of your money


Invest to build your wealth


Manage your redundancy payment

Estate Planning

Plan for the distribution of your wealth to loved ones
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Complimentary initial consultation

Your first consultation with a Bridges financial planner is complimentary and obligation free.

It’s an opportunity to discuss your expectations and aspirations, as well as your financial circumstances, needs and goals.

How to get the most out of your first meeting

It’s a good idea to bring with you information about your:

  • Assets (investments, superannuation and property) and liabilities (mortgage and other loans)
  • Income from wages, salary, dividends, interest and rental properties
  • Living expenses.

Connect with a Financial Planner
Call 133 282 or find your nearest branch.

Important information Important information Show content

* Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL No 240837. 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, CUA does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Bridges is part of the IOOF group.

1Age Pension: 300,000 plus Australians lose entitlements from January 2017, 15 June 2016, Super Guide.