Meet Marina Lawrence

An informed and considered approach to your financial planning needs is an important investment in your future. My commitment to my clients is to build long-term relationships and assist them throughout their life journey with professional financial advice.

I have been working within the finance industry since 2010 and with Bridges since 2012. I undertook the role of Associate Planner in August 2015. I am currently studying for a Graduate Diploma of Financial Planning through Kaplan. My passions within finance are insurance, education and helping others achieve their goals.

My areas of expertise include:

  • Risk insurance (life, TPD, trauma and income protection)
  • Wealth creation strategies
  • Retirement planning
  • Centrelink
  • Superannuation strategies

Our office provides quality holistic financial advice to clients in Tamworth and the surrounding areas, from Narrabri to Quirindi and through to Barraba.

A country girl, I grew up in the Narrabri and Quirindi areas, moving to Tamworth in 2007. Now officially a local, I am involved with the Rotary Club of Tamworth First Light and am the Treasurer for the local New England Financial Planning Association (FPA) Chapter.

Our blog

  • What is a binding death benefit nomination? 05.10.16

    A legally binding nomination allows you to advise who will receive your superannuation benefit in the event of your death.

  • Social Security Assets Test 05.10.16

    All pensioners who are assets tested will be affected by the changes from 1 January 2017.

  • Estate Plans 05.10.16

    An estate plan includes your will and how you want your assets distributed after your death.

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latest news from bridges

  • Financial planning week – share the dream

    Two thirds of Australian parents believe digital money is making it harder for children to grasp the value of money. How can we help the invisible money generation (4-18 year-olds) become financially literate?

  • What’s new for the 2018/19 financial year?

    The start of the new financial year brings a number of changes and some new opportunities. Find out if any are relevant to your situation.

  • Make technology work for you

    There are many ways technology can help you simply your life, reduce your impact on the environment and save you money.

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