Independent Salary Packaging Advice
We can also arrange an appointment with a Bridges Financial Planner who can provide independent personal financial advice taking into account issues like superannuation, tax minimisation and income returns.
What you can expect
Bridges Responsibilities:
 Assist you in understanding your options.
Optimise your Package and determine savings you will achieve by Packaging.
Provide a Statement of Advice,* confirming whether it is in your best interests financially
Consultation Requirements
Should you wish to see the Bridges planner, please bring to the meeting the following:-
Assets - a list indicating your assets and approximate value
Liabilities - statements of mortgage/s, personal loans, credit cards, etc
Payslips
Drivers licence
Details of motor vehicle (if known) eg. make, model, registration number
Leasing quote
Estimate of kilometres
*Note: A fee is payable for this service
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