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Financial Planning Services

Central Coast Credit Union is proud to offer you the services of Bridges.About Bridges (MG)

Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.

Many people are aware that they need professional financial advice but are unsure of where to start.

The quest isn’t simply to find a planner but more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.

Visit the Bridges website to find out more about Bridges and the vast range of services available.

What is Financial Planning?

The aim of financial planning is more than just managing your savings and investments. It’s about helping you plan for a future lifestyle that is as good as it can possibly be. You work hard so why not make sure your money is working as hard as you are.

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you.

What are the Five Golden Rules of Investment?
Click here to find out. 

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Need professional advice on:

2015-_Tile1_Retirement_measuring_up_-180x150_V3 Superannuation Tax-effective investing

Budgeting

Retirement Planning

Superannuation

Tax-Effective Investing


Budgeting

Saving Versus Investing Tips to help you build Wealth Estate Planning Share Investment

 Savings Versus Investing

 Tips to Help Build Wealth

 Estate Planning

 Share Investing

Bridges Financial Services Pty Limited. ABN 60 003 474 977 ASX Participant. AFSL No. 240837. Part of the IOOF group.

Bridges Financial Services Pty Limited (Bridges) ABN 60 003 474 977 ASX Participant. AFSL Number 240837. Bridges is part of the IOOF group. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making a decision based on this information, you should assess your own circumstances or consult a financial planner or seek taxation advice from a registered tax agent.

In referring members to Bridges, Central Coast Credit Union does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.