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.

Whether you are in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve your financial goals by developing a strategy that will work for you.

Summerland is proud to offer you the services of Bridges.

Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia's largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.

The quest isn't simply to find a planner but more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.
Financial advice can make a big difference at every stage of life. A financial planner can help you with different investment strategies for different circumstances, such as:
  • Managing your investments tax-effectively
  • Saving for a home
  • Planning for the costs of marriage and the benefits of combined income and savings
  • Making your income go further by investing wisely
  • Structuring your assets effectively if you are self-employed
  • Planning for a family and the loss of a regular salary whilst on maternity leave
  • Helping you make the most of your superannuation opportunities
  • Planning your finances following a redundancy or when changing jobs
  • Making the most of a maturing term deposit or a financial windfall, such as an inheritance
  • Maximising your eligibility for Centrelink benefits
  • Planning the retirement lifestyle you want
Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL 240837. Part of the IOOF group. In referring to Bridges, Summerland Credit Union does not accept liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives.

Want to know more?

Simply fill out the form below, and we will be in touch to arrange an appointment.

Kids Left Home?

Time to refresh your finances.

Saving & Investing

Let us help you reach your financial goals.

Home Loans

Get what you want sooner with a Summerland loan.