At every stage in life, professional advice helps develop the right strategies to achieve financial goals and secure your future lifestyle. Many people realise they need financial planning advice but don’t know where to start.
Gateway offers Members an introduction to Bridges, one of Australia’s largest financial planning and stockbroking firms.
A financial planner can help you
- Build a realistic budget to help achieve your lifestyle goals
- Understand the benefits of long term investment and how to diversify risk
- Make the most of your superannuation
- Plan the retirement lifestyle you want
- Protect what's most important – your life and ability to earn an income
- Deal with redundancy or changing jobs
- Manage your investments tax effectively
- Effective estate planning and how to make the most of a financial windfall
Tips to help build wealth
- Consider having part of your salary automatically transferred to investments
- Invest for the long term to help smooth out volatility
- Growth investments such as property and shares generally offer higher return than lower risk investments like cash and fixed interest
- Avoid investments that sound too good to be true – they probably are!
- Consider investments that are more tax effective such as Australian shares
- Superannuation is one of the most tax effective investments available
The right advice
A Bridges financial planner can help assess your needs, explain suitable investments and develop appropriate strategies.
1. This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice, you should consult a financial planner.
2. Bridges Financial Services Pty Limited trading as Bridges Personal Investment Services (Bridges). Bridges holds an Australian Financial Services Licence No.240837 issued by the Australian Securities and Investments Commission (ASIC), is an ASX Participant and a Principal Member of the Financial Planning Association of Australia.
3. In referring Members to Bridges, Gateway Credit Union does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.
4. Gateway Credit Union may receive commissions from Bridges, for referring Members who invest through Bridges. See Gateway’s Financial Services Guide.