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Financial Planning

Investing

 

Invest to build your wealth. Investing your money is an effective way to build your wealth. You can choose to invest directly, indirectly (through a managed fund) or a combination of both.

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Direct investments

If you prefer to control where your money is invested you can purchase shares directly. Do thorough research before investing as there are many factors that influence the performance of shares.

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Managed funds

Managed funds pool the money of multiple investors into a single investment vehicle with a common objective and strategy. They are managed by investment professionals on your behalf, and give you an easy way to invest in one or multiple asset sectors such as shares, property fixed interest and cash.

It’s important to work with a professional to identify which investments may be suitable for you. Bridges is one of the few financial planning groups that offers a full stockbroking service to help you with both direct and indirect investment options.

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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.

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

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* 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.