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

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

  • Write down your goals and be more likely to succeed

    Whether your goals are to pay off your home loan sooner, retire early or go on an overseas holiday every couple of years, there’s a simple and powerful way to improve your chances of achieving them.

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