Accessing the expertise and advice of a professional financial planner can take the worry out of investing and put you on a path to financial security.
Personal financial planning outlines a series of structured, realistic goals and recommendations to guide your investment and other financial decisions. It's also a good idea to consult a financial planner when considering major changes in your life, for example:
- leaving the Defence Force
- getting married or having a child
- planning for retirement.
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Defence Bank has Financial Services Officers to assist you with your savings and in achieving your financial goals. We hold our own Australian Financial Services Licence and also act as an authorised representative for Bridges Personal Investment Services. We can also refer you to Bridges for financial planning and personal investment services.
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About Bridges Personal Investment ServicesDefence Bank has appointed Bridges Personal Investment Services – a leading financial planning and stock broking group – to provide financial planning and related services to members. These include:
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- retirement planning
- superannuation and rollover advice
- wealth accumulation strategies
- tax-effective investment strategies
- strategies to maximise social security entitlements
- stockbroking
- estate planning
- salary packaging advice
- insurance advice.
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Bridges Financial Services Pty Limited ABN 60 003 474 977 (trading as Bridges Personal Investment Services). ASX Participant. AFSL 240837. When we refer members to Bridges, Defence Bank Limited (Defence Bank) does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives. Refer to our Financial Services Guide (FSG) for more information on our business partners and commission structures.
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