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Financial Planning
Retirement Planning
Plan your retirement so you’re financially comfortable. Retirement is a time of life for you to relax and do the things you’ve always wanted to do. To help you enjoy your retirement, it’s important to make sure you plan so you’re financially comfortable.
Some questions to ask yourself are:
- What do you want to do in retirement?
- How much money will you need to do it?
- When can you retire?
- How and when will you be able to access your super?
- What Government support will you be eligible to receive?
There are many different options available to help fund your retirement. By planning ahead, you can achieve financial security and reduce uncertainty.
A financial planner can identify appropriate strategies to help you make the most of what you have.
Retirement Lab
How are you measuring up for retirement? Enter the Bridges Retirement Lab to find out.
Step 1 – Picture your lifestyle
Step 2 – Test how you measure up
Step 3 – View your results and see what action to take
By clicking the button above, you will be leaving the CUA website and will be taken to the Bridges Retirement Lab. Note: You will be asked to provide some of your personal information as you complete the Retirement Lab. This data will not be stored for future use or analysis by Bridges. If you choose to provide your contact details via the ‘make an appointment’ page, this will be used in accordance with the Bridges Privacy Policy (located in the footer of the Retirement Lab).
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.
Important information
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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.
