Research has concluded that people who write down their goals are more likely to succeed.
That's why with our financial planning partner, Bridges, we bring you the My Goals website to help you do exactly that.
Visit the My Goals website by clicking on the GO button below:
Financial Planning Services
Central Coast Credit Union is proud to offer you the services of Bridges.
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 Australiaï¿½s 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 isnï¿½t 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.
The aim of financial planning is more than just managing your savings and investments. Itï¿½s 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.
Click on any of the following for professional advice on:
Savings Versus Investing
Tips to Help Build Wealth
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.