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Financial Planning

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?

Financial planning is about helping you plan for your short-term and long-term future – whatever that means for you.

Whether you’re in your 20’s or your 60’s, and whether your goals are a house deposit, a destination wedding or a comfortable retirement with a holiday every year – advice from a qualified expert could help you get there.

How can financial advice make a difference?

  • Define your financial and lifestyle goals

  • Identify opportunities through understanding your personal and financial circumstances

  • Build a financial plan with measurable outcomes

  • Stay on track through progress reviews

Financial advice covers a full range of planning and investment services, including:

• Tax-effectively managing income
• Portfolio risk-profiling, administration and review
• Stockbroking
• Retirement strategies
• Superannuation including self-managed super funds (SMSF)

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• Social security/Centrelink entitlements
• Risk insurance
• Structuring finances in the case of a redundancy or inheritance
• Wills and estate planning assistance
• Aged care advice

Want to learn more?

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Can we help you?

A member of our Wealth 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.

Wealth Concierge is a service provided by Bendigo Financial Planning (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 acting. A copy of our Financial Services Guide and privacy policy is available here.

Refer to the Bendigo and Adelaide Bank terms of use for information that governs this website.

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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