Are you on track to reach your ultimate financial destination?
Have you ever returned from a holiday and then realised you missed out on seeing a significant sight or an experience you may never have the opportunity of doing again?
That’s why, when we plan a holiday, we often seek out professionals like travel agents and travel guides to help map out our trip. They know all the must-do activities, the special places to visit and can make it happen within your budget and time frame.
So, just like you’d use a professional to make the most of your holiday, a financial planner can help you make the most of the financial world.
They can help you:
understand where you want to go in life – both financially and personally
explain the language of finance which, to many, is foreign
make the most of opportunities as they arise
stop you from making costly mistakes
choose the best path to get you the most rewarding outcomes
select the right insurance with the right features in case of emergency
get to your ultimate destination by continuing to guide you along the way.
Just like a travel guide helps you plan your holiday, a financial planner can help you plan your financial journey.
Need more convincing?
See how a well-planned holiday encouraged Sarah to apply planning to the rest of her life.
What a different a plan makes
Or see how Peter realised he needed a financial guide after a freak experience with his travel guide in the Himalayas.
What a difference a guide makes
Take the next step
Don’t delay, get on the right track today. Seek advice.
Make an appointment with a Bridges financial planner.
We have an established alliance with Bridges financial services, to provide our customers with financial advice. Bridges has been helping Australians for over 30 years and is one of Australia’s largest, national, financial planning and stockbroking organisations. Bridges has a network of more than 170 financial planners across Australia servicing more than 50,000 clients.
A Bridges financial planner will develop a plan specifically for you - one that’s tailored to your needs and circumstances, to help you achieve your goals.
Bridges Financial Services Pty Limited (Bridges) ABN 60 003 474 977. ASX Participant. AFSL 240837. Part of the IOOF group. 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 and consult a financial planner or a registered tax agent. Examples are illustrative only. In referring customers to Bridges, Central West Credit Union does not accept responsibility for any acts, omissions or advice provided by Bridges and its Authorised Representatives.