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Financial Planning

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

Our new financial planning partnership

In July 2019, Bendigo and Adelaide Bank entered into an agreement to sell Bendigo Financial Planning to Bridges Financial Services. As a result, we no longer provide in-house financial planning and instead offer customers financial planning services via a referral arrangement with our partner, Bridges Financial Services.

Bridges is one of the largest financial planning organisations in Australia, and we share common values - including our commitment to customers. 

To enquire about financial advice, please get in touch with your local branch, call 1300 236 344 or complete this form. A member of our Wealth team will get in touch via phone or email to understand your needs, and can assist you personally or arrange a meeting with a financial planner if you require personal financial advice.

 

Financial advice from a qualified expert

Financial planning is about helping you plan for your ideal future lifestyle – whatever that means for you.

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

Financial advice can help you:

  • Define your financial and lifestyle goals
  • Understand your financial situation and personal circumstances to identify your opportunities
  • Build a financial plan with measurable outcomes
  • Stay on track through on-going 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)
  • Social security/Centrelink entitlements
  • Risk insurance
  • Structuring finances in the case of redundancy or after receiving an inheritance
  • Wills and estate planning assistance
  • Aged care advice

 

Find out more

A member of our Wealth team will get in touch via phone or email to understand your needs, and can assist you personally or arrange a meeting with a financial planner if you require personal financial advice.

 

At a branch

Find your nearest Bendigo Bank branch

Phone

Call us today 7am to 11pm (AEST)

1300 236 344

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.

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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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