No matter your stage of life, financial advice can help ensure you are on the right path to achieving your goals.
What type of advice is right for you?
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 financial advice. They can guide you through a self-serve option or refer you to a financial planner if you want personal advice. Best of all, it’s free.
How can a discussion with a Wealth Concierge make a difference?
-
Grow, protect and manage your wealth
-
Help answer your investing, insurance, financial planning, and retirement planning questions.
-
Improve your financial wellbeing and give you greater financial confidence
General financial advice
General financial advice is broad in nature and does not consider your personal circumstances, including your goals and objectives. The Wealth Concierge are able to answer your questions regarding a financial product or service and it's:
- features,
- benefits,
- drawbacks, and
- any eligibility requirements.
However it requires the individual to understand what works best for them, then take action.
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.
Personal financial advice
Personal financial advice is specifically tailored to your needs and objectives. A financial planner will take your personal circumstances into consideration and provide a recommendation based on your individual needs. Additionally, financial planners can cover more comprehensive financial planning and investment services including:
• Retirement strategy and planning
• Investment strategy and planning
• Portfolio management
• Life and risk insurance planning
• Tax and business succession planning
• Cash flow and debt management
• Aged-care planning
If you are looking for personal financial advice, suitable to your individual needs and circumstances, the Wealth Concierge are able to refer you onto a licensed financial adviser.
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.
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’.
Things you should know
Any advice provided by Wealth Concierge is general advice and does not take into account your personal objectives, financial situation or needs. It is important that you consider these things and read the relevant disclosure document (e.g. Product Disclosure Statement (PDS) or terms and conditions) before making any decision to acquire a financial product. Before the use of Wealth Concierge, please also review our Website Disclosure Information. It is designed to help you make a fully informed decision about whether you want to use our services.
The following are responsible for the general advice: Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879 (for deposit products and life risk insurance products) (“Bendigo Bank”); Leveraged Equities Limited ABN 26 051 629 282 AFSL 360118 (for securities and margin lending facilities) (“Leveraged”) and Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (for managed investment schemes and superannuation) (“Sandhurst”). Leveraged and Sandhurst are subsidiaries of Bendigo Bank. Leveraged, Sandhurst and Bendigo Bank receive remuneration on the issue of the product or service they provide. Investments in Leveraged and Sandhurst are not deposits with, guaranteed by, or liabilities of Bendigo Bank.
