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.

How can financial advice 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 to 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

More Information

See a Financial Planner

Arrange a free no-obligation consultation with a financial planner, complete our online enquiry form

Planners allocated to each branch are as follows:

Questions?

If you have any questions, please contact us

^{Part of Australian Wealth Management, Bridges. ASX participant. AFSL No 240837.
This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Horizon credit Union does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives.}