Financial planning

Thinking about your future is never a bad idea, but it’s important to get the right advice from a trusted, reputable source.

At BankVic,  we've partnered with Bridges to provide financial planning services to our customers.  Bridges is one of Australia’s largest financial planning companies focused on providing financial advice to the mutual banking sector.

About Bridges

A leading and highly respected wealth management business, Bridges Financial Services, cover a wide range of financial planning and investment services to help you achieve your financial goals. They are committed to providing clients with professional, ongoing advice and can help you with retirement planning, superannuation strategies, salary packaging, stockbroking and so much more.

Bridges already provides financial planning services to approximately 80 per cent of the mutual industry and understands and respects the principles of mutual banking, which are very important to BankVic and our members.

Bridges has been helping Australians reach their financial goals for over 30 years. Bridges holds an Australian Financial Services Licence issued by the Australian Securities and Investments Commission (ASIC) and is an ASX Participant.

Plan for the unexpected

Marriage, divorce, first job, new job, redundancy, first home, children, school fees, death of a loved one, illness, injury, retirement – some are expected, some are unexpected, but all are a part of life and just a few of the times when financial planning advice can make a difference. Any change in your personal circumstances can have an impact on your financial future. So, if your circumstances change, having a plan in place can provide reassurance and peace of mind at a difficult time.

Take the next step 

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, both in the lead up to retirement and during retirement

To discuss the complex financial choices you’re facing, make an appointment with a Bridges financial planner today. The initial consultation is complimentary and obligation free.

To make an appointment with a Bridges financial planner simply call us on 13 63 73, visit a branch or request a call back.

BSB: 704 230

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