How can financial planning help me?

Is financial planning right for you?

Whether you are at the beginning of your working life, planning to expand your family, or are well established and looking towards retirement, professional financial advice can make a difference.

Financial advice for every life stage

Financial planning helps you establish your financial goals and strategies to help you achieve them. It’s about helping you to make the most of what you have and maximise the opportunities that are available, as and when they arise.

It’s more than just better management of your money and investments. It’s ensuring that your current and future lifestyle is as good as it can possibly be.

In today's world of changing legislation and volatile financial markets, it can be difficult to know how, when and where to invest their hard earned money. That’s why Heritage has teamed up with Bridges, one of Australia’s largest, national, financial planning and stock broking organisations.

12 good reasons to see a Bridges financial planner:
  1. Starting a family
  2. Wanting to travel
  3. Thinking about investing
  4. Purchased your first home
  5. Want to reduce tax
  6. Learn how to increase your super
  7. New job or facing redundancy
  8. Received an inheritance, compensation payment or lump sum
  9. Enjoy the same lifestyle into the future
  10. Protect your children’s future should something happen
  11. Need aged care advice for a loved one
  12. Recently married or separated

Book an obligation-free appointment

Seeing a Bridges financial planner means you can make the most of your situation, giving you peace of mind that your financial security is on the right path.

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX Participant. AFSL Number 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, Heritage Bank Limited. ABN 32 087 652 024, AFSL and Australian Credit Licence 240984, does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.

* Based on a $150,000 loan over 25 years. WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate.