Financial planning guides

Financial planning advice is 'lifetime advice'. To help you gain a general understanding of certain concepts and the application of simple strategies, we have developed a series of educational guides to help you through every stage of your life.

For more information, please contact your Bridges financial planner. If you don't already have one, please call us on 1800 645 303 and we can put you in touch with a Bridges financial planner near you.

All guides have been reviewed and updated to reflect legislation current at 20 March 2015.

Aged care
Aged Care

Centrelink
Centrelink DVA Service Pension

Estate planning
Estate planning
Nominating a reversionary beneficiary

Investing
Bonds
Investing in shares
Investment platforms

Redundancy
Receiving a redundancy payment

Retirement planning
Transitioning to retirement
What is a re-contribution strategy?
What is an annuity?

Risk insurance
Business Insurance
Income protection
Life insurance
Life insurance explained
TPD insurance
Trauma insurance

Superannuation
Account-based pensions
Choosing the right super fund
Consolidating your super
Contributing to super
Defined Benefit Schemes
Make your salary go further
Package your super and pay less tax
Salary sacrifice or Government super co-contribution
Self-managed superannuation funds
Splitting superannuation contributions
Superannuation funds
Superannuation: understanding the basics
What is a binding death benefit nomination?