CUA Online & Mobile Banking, iM CUA, SMS Banker, Telebanker and CUA Online Applications will be offline from 2.30 am to 6.00am AEDT on Sunday 20 October. Our team is conducting scheduled maintenance.
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.
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
Budgeting and Wealth Building
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.