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Financial Planning

Our planners take the time to understand what is important to you and what you wish to achieve. 

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.

Financial Planning

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.

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.

Wealth made simple 

Located across metropolitan and rural Australia, our network of experienced planners provide advice on a range of financial matters including:

  • Cash flow and debt management
  • Investment management
  • Superannuation
  • Risk management
  • Retirement planning
  • Aged care
  • Centrelink advice
  • Estate planning

In addition, we provide specialised advice on Self-Managed Super Funds, Trusts and Wills.

To accommodate the changing needs of our clients, we offer an ongoing advice service.
For additional information on our service offering and fees, please click here to view our  Bendigo Financial Planning Financial Services Guide and our Bendigo Financial Planning - Wealth Concierge Financial Services Guide.

Financial planning services are provided by Bendigo Financial Planning Limited, ABN 81 087 585 073 AFSL 237898, a subsidiary of the Bendigo and Adelaide Bank Limited.
Bendigo Financial Planning and its related entities may receive remuneration or other benefits on the issue of any product or service they provide including remuneration or other benefits received from other non-related companies, full details of which are contained in the Financial Services Guide (FSG). You should consider your situation and read the relevant offer document before making an investment decision.
This information has been prepared by Bendigo Financial Planning Limited ABN 81 087 585 073, AFSL 237898. It is provided as general information and must not be relied upon as a substitute for financial planning, legal, tax or other professional advice. The information is given in good faith, believed to be accurate at its issue date and should not be considered a comprehensive statement on any matter nor relied upon as such. Bendigo Financial Planning Limited (including its related entities, employees and directors) does not give any warranty of reliability or accuracy or accept any responsibility arising in any way including by reason of negligence for errors or omissions in the information contained in this website. Neither Bendigo Financial Planning Limited nor the Bendigo and Adelaide Bank has an obligation to update, modify or amend this website or notify you in the event that a matter of opinion or projection stated changes or subsequently becomes inaccurate.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 Limited or the Bendigo and Adelaide Bank of the products offered by the site owner.
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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