What is financial planning?

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.

To find out more about financial planning view the Bridges online videos

How can financial advice help you?

Financial advice can make a big difference at every stage of life. A certified 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

To find out more about how financial planning could help you why not view the 'How a financial planner can help' online video? Get in touch with Horizon Bank today for an obligation-free appointment with a Bridges financial planner.

Bridges Financial Services Pty Limited. ABN 60 003 474 977 ASX Participant. AFSL No. 240837. Part of the IOOF group.
This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Horizon Bank does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives.