Having financial goals and a viable plan for achieving them is an important part of your financial future.
J&T refers clients to the trusted team at Bridges Financial Planning Rockhampton.
When it comes to financial decisions, it’s sometimes hard to know where to start. But before you make any decisions that will affect you and your family’s financial future, it’s important to seek advice from a professional.
Financial advice is about helping you set some goals and objectives and then putting strategies in place to help you achieve them. Everyone’s situation is different, so it’s not a ‘one size fits all’ approach. A Bridges financial planner will tailor a plan specifically for you and when your circumstances change, so too can your financial plan. So, if you want to make the most of what you have, and the opportunities available, why not come and see us at Bridges?
Bridges has been closely associated with credit unions and building societies since 1985. With more than 160 planners in over 60 offices, Bridges is one of Australia’s largest national financial planning and stockbroking organisations, providing advice to members of over 100 credit unions, building societies, professional organisations and other referral partners such as accountants and solicitors.
At Bridges, we can offer you a comprehensive financial planning and stockbroking service which includes:
- tax-effective investment advice
- portfolio administration and review
- strategies to make the most of your super throughout your life
- planning retirement
- maximising Centrelink opportunities
- insurance advice to protect your family in case of unforeseen events
- aged care advice
- estate planning for the effective transfer of your wealth.
Want to know more?
To start planning for a successful financial future, please contact Bridges Rockhampton to arrange a complimentary, obligation-free initial consultation.
Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice, you should consult a financial planner. In referring members to Bridges, J&T Accountants & Advisors does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.