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Financial Planning

Achieving your financial goals is not just about putting money away for a rainy day or retirement.

Financial planning with our partners, Soundbridge Financial Services, can help you to achieve your dreams. The team can assist by tailoring an ongoing plan specific to you, offering advice on the intricacies of investment, taxation and ever-changing regulations.

Whether you are in your carefree 20’s, consolidating 30’s, comfortable 40’s or cruising 50’s; 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.

Superannuation Advice

A number of options are available to ensure you have sufficient income in retirement.

Retirement Planning

The earlier you start planning, the more you’ll be able to grow your retirement ‘nest egg’.

Wills & Estate Planning

Estate planning involves arranging your affairs in such a way that they benefit you today as well as your beneficiaries should you pass away.

The Capricornian partners with Soundbridge Financial Services to provide you with the following services:

  • Income protection insurance
  • Superannuation Advice
  • Retirement Planning
  • Wills & Estate Planning
  • Tailored ongoing plans specific to you
  • Retirement income planning
  • Superannuation advice
  • Advice on investment and taxation regulations

Book an appointment with our Contact Centre team

Eligibility criteria, terms and conditions, fees and charges apply. Please note this information does not take into account your personal circumstances and is general advice only. Before opening any Capricornian account, please read the Conditions of Use and decide if the account is right for you. Interest rates are subject to change without notice and should be verified with your local Capricornian Branch.