Bridges Financial Planning

Taking advantage of investment opportunities or planning for retirement can be beyond the capabilities of most of us.

That's where our Financial Planning Service can help - we can arrange an appointment with a licenced financial planner from Bridges Personal Investment Services (Bridges) - who will prepare a personal investment plan for you.

Whether you are investing for retirement, managing your income in retirement or accumulating wealth, Bridges Financial Planners will develop effective strategies to achieve these goals. They will also ensure you pay no more tax than you need to and secure any entitlement you may have to social security benefits.

There is no charge for your first consultation and you are under no obligation to proceed with the plan prepared for you.

Bridges holds an unrestricted Dealer's licence issued by the Australian Securities and Investments Commission - and can provide professional advice on shares and other listed investments plus handle all transactions.

Additionally, Bridges has a service that monitors the ongoing progress of your investments and can recommend changes to maximise your return based on your circumstances and needs.

Take the first steps to a secure financial future. To arrange your appointment with a Bridges Financial Planner, contact your nearest Police Credit Union Branch.

Financial Advice and Consultation
As a Member of Edvest you are entitled to a free no obligation consultation with a Bridges Financial Planner.

Please read important information about terms and conditions