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Financial Planning Topics

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Creating financial goals is empowering, but sometimes it can feel overwhelming. That’s where we can help.

Budgeting

Do you know how much you spend – each week, each month, each quarter?

Saving versus investing

The terms ‘saving’ and ‘investing’ are often used interchangeably but they are actually very different.

Tips to help you build your wealth

Learn more about ways to build your wealth.

Superannuation

Superannuation is important because it may be your only means of financial support in retirement.

Retirement Planning

Retirement is a time of life for you to relax and do the things you have always wanted to do. Therefore, careful planning can help ensure you are financially comfortable.

Insurance

Building your wealth is important and so is protecting it.

Share Investing

Investing your money is an effective way to build your wealth. You can choose whether you invest directly, indirectly (through a managed fund) or a combination of both.

Redundancy

Redundancy can affect anyone from the chairman to the trainee. In this situation, there are many things to consider.

Tax-effective investing

Some investments are more tax-effective than others. Growth investments such as shares and property often receive more favourable tax treatment.

Estate planning

Who will look after your family when you have gone? You have worked hard all your life, so don’t let it all be for nothing.

We're ready to help you

For more help and support, please contact us.

Why choose us?

Important information

Bridges Financial Services Pty Limited. ABN 60 003 474 977 ASX Participant. AFSL No. 240837. Part of the IOOF group.
This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner.

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South West Slopes Credit Union Ltd trading as SWSbank, ABN 80 087 650 673, AFSL & Australian Credit Licence 240712. Any advice or information on this site does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. Please review our Account and Access Facility Conditions of Use and Financial Services Guide before acquiring the product. Read our disclaimer for more information.
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We acknowledge the Traditional Owners of the lands on which we operate and pay our respects to Elders past and present, and to emerging community leaders. We also acknowledge the important role Aboriginal and Torres Strait Islander peoples continue to play within the communities in which SWSbank operates and where our team members reside.