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Financial advice

No matter your stage of life, financial advice can help ensure you are on the right path to achieving your goals.

Why seek financial advice?

Getting the right financial advice can help you get on track to achieve your financial goals.

Whether your goals are a house deposit, a destination wedding or a comfortable retirement, our experienced Wealth Concierge team can provide you with general advice, guide you through a self-service option or refer you to a financial planner if you want personal advice. Best of all, its free.

It's never too early or too late to plan for your financial future 

Once you’ve completed and reviewed your report, if you would like to discuss your situation in more detail, contact us today. 

 

 

 

 

 

As a bank, we pride ourselves on helping people achieve their financial goals. It's important we partner with like-minded businesses, which align with our goals and values.

Bridges Financial Services are offering our valued customers access to a personalised financial well-being report. The Bridges Wealth Report is a complimentary report designed to assist you in understanding your current financial position. Should your circumstances change, the report can be updated at anytime.

The report can help identify:

  • Estimated super balance at retirement;
  • Projected income, expenses and cash flow;
  • Anticipated periods of high expenses within your budget;
  • Whether you are on track to meet your individual goals; and
  • If you can afford that new home, or planned renovations to your existing one.

To take action and plan for the future you’ve always dreamed of, click the button below and enter the coupon code ‘BendigoWealth’.

How can financial advice make a difference?

  • Grow, protect and manage your wealth

  • Help answer your investing, insurance, financial planning, superannuation and retirement planning questions

  • Improve your financial wellbeing and give you greater financial confidence

Learn more about financial planning in under three minutes by watching this short video.

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Learn about financial planning

Everyone has dreams for their future. Maybe it's owning your own home, security for your family, or maybe it's retiring to travel the world.

In any instance, having a financial plan in place now will help to achieve what you want. A financial planner can help. Their advice can benefit anybody at any stage of life. For example, Sarah is 29, engaged, and has worked full-time for the last five years. She wants to save to buy a new home, and eventually work and travel overseas. Based on her individual circumstances, a financial planner will assess, and then advise on different financial strategies that will help her achieve her goals. In Sarah's case, financial advice could be focused on implementing saving strategies, so she can buy her first home and travel.

A financial planner will always provide tailored advice specifically for you, because everyone's situation is unique. Advice for Sarah may not be the same for someone else, like Mike and Ava. Mike and Ava are in their mid-thirties, have two children, a mortgage and a car loan. Based on Mike and Ava's goals, their financial advice may be more focused on reducing their debts and securing their financial future for their young family.

So what do you need to consider before speaking with a financial planner? Firstly, have a think about what you want to achieve and your current financial position, including any assets you have. With this information, you can put a financial plan in place to help you achieve your goals.

Secondly, just as everybody's situation is different, so too is the cost of advice that a reputable financial planner will charge you. Basic advice may only require one meeting, whereas more complex advice may need more. So, no matter what your current financial position is, or what you want to achieve, a financial planner can help put you on the right track to securing your financial future and achieving your goals.

Understanding Market Volatility

During periods of market downturn, it’s understandable you may be concerned about the value of your super and/or other investments you may hold. While disruptions can be unwelcomed, falls within financial markets are not uncommon.

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Think you may need more tailored advice?

Personal advice from a financial planner generally covers comprehensive financial planning and investment services including:

• Retirement strategy and planning 
• Superannuation strategy and planning including self-managed super funds (SMSF) 
• Investment strategy and planning 
• Portfolio management

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• Life and risk insurance planning
• Tax strategy and planning 
• Cashflow and debt management 
• Aged-care planning

Can we help you?

A member of our Wealth Concierge team can get in touch via phone or email to understand your needs, provide complimentary general assistance and advice - or arrange a meeting with a financial planner if you require personal advice.

Things you should know

Financial Advice

Wealth Concierge is a service provided by Bendigo Financial Planning Limited (AFSL 237898) a subsidiary of Bendigo and Adelaide Bank Limited. Any advice provided to you is general advice only, your personal and financial circumstances have not been taken into account. You should consider the appropriateness of any advice given before making an investment decision. Please read the Financial Services Guide for important information relating to our services.

Neither Bendigo Financial Planning nor Bendigo and Adelaide Bank is responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner. Links to other sites are provided for convenience only and do not represent any endorsement by Bendigo Financial Planning and Bendigo and Adelaide Bank of the products or services offered by the site owner.  

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Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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