Financial Planning

The Capricornian 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 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.

What is financial planning?

The aim of financial planning is more than just managing your savings and investments. It’s about helping you to 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.

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How financial advice can help you

Financial advice can make a big difference at every stage of life. A financial planner can help you with different investment strategies for different circumstances, such as:

Managing your investments tax-effectively
Saving for a home
Planning for the costs of marriage and the benefits of combined income and savings
Making your income go further by investing wisely
Structuring your assets effectively if you are self-employed
Planning for a family and the loss of a regular salary whilst on maternity leave
Helping you make the most of your superannuation opportunities
Planning your finances following a redundancy or when changing jobs
Making the most of a maturing term deposit or a financial windfall, such as an inheritance
Maximising your eligibility for Centrelink benefits
Planning the retirement lifestyle you want

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

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  • Making some minor adjustments to your finances can make your money work harder for you over the long term.
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  • Superannuation

  • Superannuation is important because it may be your only means of financial support in retirement.
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  • Retirement planning

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  • Retirement planning is a time for you to do the things you have always wanted to do. Careful planning can help you make sure you are financially comfortable.
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  • Insurance

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  • Building your wealth is important and so is protecting it. What would your family do if something happened to you?
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  • Redundancy

  • Redundancy

  • It can affect anyone from the chairman to the trainee. There are many things to consider if you are made redundant.
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