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Are you making smart financial choices?

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Presentation on theme: "Are you making smart financial choices?"— Presentation transcript:

1 Are you making smart financial choices?
choices.bridges.com.au

2 Making smart financial choices can be difficult.
You need to consider: Tax laws Super rules Centrelink ... And the list goes on

3 A Bridges financial planner can help you:
Avoid an expensive financial mistake Feel comfortable about your financial decisions Improve your overall wellbeing

4 In fact... People with a financial planner save an additional $1,590 each year compared to similar people without a planner. Value Proposition of Financial Advisory Networks – 2011

5 And... People who receive ongoing financial planning advice experience 21 per cent overall increase in peace of mind The true value of advice - IOOF White Paper - December 2015

6 Challenge! Are you making smart financial choices?
Put your financial know-how to the test and see if you can make smart financial choices. Go to choices.bridges.com.au

7 What would you choose? Challenge yourself and see if you can make smart financial choices. Bruce & Shelley Try to keep their pension Natalie Mortgage paid off – what next? Dave & Tina Injured – are they properly insured? Carol & Chung Timing their retirement Jen & Tom Ready to downsize?

8 Financial advice makes a difference
Don’t leave it to the last minute Start thinking about your financial choices today Ask a professional

9 Make an appointment To make an appointment with a Bridges financial planner talk to a friendly staff member The initial consultation is complimentary and obligation-free Bridges Financial Services Pty Limited (Bridges). ABN ASX Participant. AFSL No Bridges is part of the IOOF group. In referring members to Bridges, your financial institution does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.


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