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How Financial Advice Can Help You

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Financial advice can make a big difference at every stage of life.

A financial planner can help you with different investment strategies for different circumstances, such as:

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  • Managing your investments tax-effectively
  • Saving for a home
  • Planning for the costs of marriage and the benefits of combined income and savings
  • Making your income go further by investing wisely
  • Structuring your assets effectively if you are self employed
  • Planning for a family and the loss of a regular salary whilst on maternity leave
  • Helping you to make the most of your superannuation opportunities
  • Planning your finances following a redundancy or when changing jobs
  • Making the most of a maturing term deposit or a financial windfall, such as an inheritance
  • Maximising your eligibility for Centrelink benefits
  • Planning the retirement lifestyle you want

To find out more about how financial planning could help you view the ‘How a financial planner can help’ online video

  Additional 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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