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Many members are aware that they need professional financial advice to plan for the future, but are unsure of where to start.
That’s why we’re proud to offer our members the services of Bridges, one of Australia's leading and highly respected wealth management groups.
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.
No matter what stage of life you're at, the advice of a professional financial planner can make a big difference in helping you achieve your financial goals by developing a strategy that will work for you.
All MOVE Bank members receive a complimentary, obligation-free session with a Bridges financial planner. Call the MOVE team on 1300 362 216 to book your session.
Did you know that some investments are more tax effective than others? For example, growth investments such as shares and property often receive more favourable tax treatment. You can work with a financial planner to grow your wealth by determining the most tax-effective options for your investments.
Wouldn't you like to enjoy your future without having to worry about money? Unfortunately most people have a huge shortfall in their retirement savings. Superannuation is one of the most tax effective ways to save for your future, but there are many other strategies to consider. A financial planner can help you identify the appropriate strategies to get you on track for a super retirement.
Redundancy can affect anyone, and it is important to understand how you can manage a redundancy payment so you can make the most of it. Financial planning can help identify ways to reduce the tax on your payout, replan your budget so you have money to live on, and identify your eligibility for Government support. Make sure you get the right advice so that your payout provides long term benefits.
Who will look after your family when you have gone? You have worked hard all your life, so don't let it all be for nothing. Estate planning with a financial planner not only ensures your wealth is managed and transferred according to your wishes, but also in the most financially tax efficient way.
Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. In referring members to Bridges, MOVE Bank does not accept liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives. Bridges is part of the IOOF group.
Bridges is a leading and highly respected wealth management group that can provide you with advice on:
With over 650 offices and more than 170 planners, Bridges is one of Australia's largest financial planning and stockbroking groups.
Their team has specialised in providing financial planning services to credit union and building society members since 1985.
To book your obligation-free, complimentary consultation with Bridges, start by calling the MOVE team on 1300 362 216.