Financial planning

Financial planning services are provided by Bendigo Financial Planning Limited

Update: We have recently announced changes to our Financial Planning service offering which will be effective from 1 August 2019. From this date, Bridges Financial Services will provide Financial Planning services to Bendigo and Adelaide Bank customers via a referral arrangement. In addition, our Geelong West SMSF business will be sold to LBW Business & Wealth Advisers (LBW), one of Geelong's largest locally-owned public accounting practices, with a strong SMSF presence and Financial Planning arm. This change will be effective from 1 July 2019. Until then, it's business as usual for our customers but you can find more detail by clicking here or contacting 03 8414 7388 for more information.

At Bendigo Financial Planning, we keep in mind that the better informed you are, the better informed your decisions will be. As our client, you are at the centre of all that we do. We are committed to doing all that we can to support and assist you in making appropriate financial decisions.

Our service goes beyond simple investment and superannuation advice. Our planners take the time and care to understand what is important to you and what you wish to achieve – in the short, medium and long term.

Bendigo Bank Family

Your planner will apply his/her expertise to your particular situation and develop cost-effective strategies that meet not only your financial needs, but also give you the peace of mind that comes with financial security.

Our planners will help you take informed steps to meet your financial needs and objectives, while also allowing you the freedom to change your mind as your needs and personal situation changes.

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