Education

Financial advice makes a difference and so does financial literacy.  We have created a range of educational tools to help you learn more about your finances and help you plan for your financial future.

Case study

The best way to gain an appreciation for something is to see it in action. We are creating a series of case studies based on some of our client's real life experiences so you can see the difference it has made.

Our first case study introduces Pam and Ray who were starting to think about retirement and shows how seeking advice made a difference to their retirement.

Retirement gap calculator

Is there a gap in your retirement savings?  Whether retirement is years away or just around the corner, financial advice can make a difference. Our retirement gap calculator can help you compare how much you have now and how much you may need for the future.  Then with advice from a Bridges financial planner, the right strategy can help you can close the gap. Why not find out how your plans are tracking.

Salary sacrifice calculator

Salary sacrifice is a strategy whereby you can 'sacrifice' some of your pre-tax salary to your super fund. Not only does this strategy help increase your super savings, it could also reduce the amount of tax you pay.

Superannuation

Here we give you the facts about super. It's an important investment in your future and whether you are just starting work or considering retirement, there are important points you need to know. It's your money, make sure you understand how it works.

Investing

Fifty per cent of Australians own direct shares and are therefore classified as 'investors'. Maybe you don't have any investments? But if you have a super fund, you have an investment. Understanding investment principles can help you invest your money appropriately which can in turn help you achieve your goals. Find out what is meant by 'time horizon' and 'risk profile' and how it impacts your choice of investments.

Portfolio watch newsletter

PortfolioWatch is our quarterly magazine for investors. There are articles covering investing, superannuation, retirement planning and estate planning.  We will also provide an update of any legislative changes that occur and how they impact investors, as well as a market update for the quarter and a stockwatch segment that provides commentary on a specific recommended stock.