Financial Planning
Bendigo Financial Planning
We all have financial goals – whether it’s security in retirement, a long awaited overseas trip, saving for your child’s education, investing in property or buying a car.
Yet at Bendigo Bank we know that having financial goals is one thing – and that achieving them can be quite another. That’s where Bendigo Financial Planning comes in.
A Bendigo financial planner can help you identify your goals and assist you to implement achievable, understandable and cost-effective ways to make them a reality.
There’s no time like the present – put yourself in the picture
There’s no time like the present to see a Bendigo financial planner. In fact, the sooner you get started the better.
At Bendigo Bank our financial planners provide professional financial advice tailored to suit your needs. They can advise you on how to best structure your investments to suit your lifestyle and provide advice on investment options, managed funds, superannuation, life and income protection insurance.
Our aim is to offer you quality tailored financial advice and services for you to create a secure financial future.
Benefits of a financial plan
A good financial plan should:
- Outline your financial position and needs,
- Set out your financial goals and objectives,
- Explain the strategy to achieve your financial goals,
- Discuss both investment and personal risks and provide options to address them,
- Recommend suitable investments to manage your money,
- Show how each investment will help you achieve your goals,
- Clearly set out all costs outlining commissions and benefits your financial planner will receive.
A complete financial plan will ensure:
- Your money is invested in an investment portfolio that suit your needs
- You are covered in case of illness, injury or death,
- Your taxation issues are considered,
- You receive the right Centrelink entitlements,
- Your retirement savings are maximised through sound superannuation and retirement planning,
- You have an up-to-date Will and Power of Attorney.
And because our financial planners consider themselves your financial partners – they measure their success by your success.
So think about the way you’d like to live tomorrow and talk to a Bendigo financial planner today.
Contact a Bendigo financial planner today
Quality financial advice
All Bendigo financial planners are qualified to provide financial advice and pride themselves on practicing best industry standards.
Bendigo Financial Planning:
- Holds an Australian Financial Services Licence,
- Is a principal member of the Financial Planning Association (FPA).
Contact a Bendigo financial planner today
About Us
Formerly known as Bendigo Investment Services, Bendigo Financial Planning (ABN 81 087 585 073) was established in 1999 to offer financial services and solutions to Bendigo Bank customers. The main financial planning arm of the Bendigo and Adelaide Bank Group, Bendigo Financial Planning has expanded nationally and today operates through many branches of Bendigo Bank.
Bendigo Financial Planning provides a range of financial planning advice and services including investment management, risk management, retirement planning and estate planning.
Our Australian Financial Services Licence Number is 237898.
Bendigo Financial Planning is a Principal Member of the Financial Planning Association.
How do we get paid for our services?
If you receive personal financial product advice, you will be provided with an SOA (or in relation to deposit and payment products, another communication) which includes details of any remuneration, commission and other benefits (where possible in actual dollar amounts) Bendigo Financial Planning may receive on specific financial products to which the advice relates.
For more information on our service offering and fees, please click here to view our Financial Services Guide.
Resolving complaints Bendigo Financial Planning provides a complete range of financial planning advice and services including superannuation and investments. We pride ourselves on providing personal, friendly and individual service to investors. However, if you have any complaints about the services we provide, we would like to know so we can adequately address and find a successful resolution. To find out how to resolve a complaint, please click here to view our guide on Resolving Complaints.
To arrange an appointment with a Bendigo Financial Planning financial planner, call into your local branch or contact 1300 366 666 today.
Contact a Bendigo financial planner today
|
