Financial planning

Financial planning services are provided by Bendigo Financial Planning Limited

Update: We have recently announced changes to our Financial Planning service offering which will be effective from 1 August 2019. From this date, Bridges Financial Services will provide Financial Planning services to Bendigo and Adelaide Bank customers via a referral arrangement. In addition, our Geelong West SMSF business will be sold to LBW Business & Wealth Advisers (LBW), one of Geelong's largest locally-owned public accounting practices, with a strong SMSF presence and Financial Planning arm. This change will be effective from 1 July 2019. Until then, it's business as usual for our customers but you can find more detail by clicking here or contacting 03 8414 7388 for more information.

Ever considered seeing a financial planner, but weren’t sure if it was right for you? Everyone has dreams for the future and no matter what stage of life you’re at, a financial planner can help put you on the right track to getting to where you want to be.

Click on the video below to see how you could benefit from financial advice. Because it’s not what you have, but what you’re working towards that counts.

Make the most of what you have

You may think you don't have enough money or assets to seek professional financial advice, but it doesn't matter what you have right now, it's what you're working towards that counts.

What are you working towards?

  • Buying a house
  • Saving for a holiday
  • Educating your children
  • Running a successful business
  • Protecting your income
  • Retiring in comfort

How we can help you

Our experienced team can provide you with expert advice on a wide range of financial matters:

  • Cash flow & debt management
  • Investing & Wealth Creation
  • Superannuation
  • Personal Insurance
  • Retirement planning
  • Centrelink advice
  • Aged Care

Your first appointment is FREE

Have confidence in your financial future, speak to us today:

Call 1300 236 344

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