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Financial Planning
Whatever your stage of life, professional financial planning advice can make a major contribution to meeting your present and future financial and lifestyle needs. To help our members anticipate and plan for these needs, Satisfac Credit Union makes financial planning advice available through Bridges Personal Investment Services.
Bridges is Australian owned and part of the Credit Union Movement. One of Australia's largest financial planning and stockbroking firms, Bridges has served credit union members and other clients for many years, from offices across Australia. Collectively, Bridges clients have investment funds in excess of $3.5 billion.
Through Bridges, our members have access to a full range of financial planning services, such as:
- investment advice, including buying and selling shares, to make your savings work harder and build security for the future;
- investment opportunities such as stockmarket floats;
- superannuation advice to top up your super or contribute to your spouse's super fund, with all the tax benefits these provide;
- wise investment of an inheritance or other lump sum;
- retirement planning advice, to minimise tax, maximise social security benefits and preserve your living standard;
- access to a portfolio administration service, to save you time and reduce your paperwork;
- ongoing investment reports and recommendations.
For more information on Bridges' range of services and topical investment and financial planning issues, view the latest 'Portfolio Watch' newsletter.
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Seminars & Workshops
To check when and where the next event is held, please click here.
Contact Information
Bridges Financial Services Pty Ltd
ACN 003 474 977 AFSL 240837
1st Floor, Satisfac House
151 South Terrace, Adelaide SA 5000
Email: bridges@satisfac.com.au
Website: www.bridgesweb.com.au
Phone: 08 8202 7766
Fax: 08 8231 6139
Disclaimer
In referring our Members to Bridges, Satisfac does not accept liability or responsibility for any act or omission of or advice provided by Bridges or their Authorised Representatives.
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