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Financial freedom awaits…
We’ve all seen the movies — every good escape needs an even better plan. Luckily, we happen to know a few financial experts that can help…
Who
People aged 50-66 ready to take that venture into the great unknown! Escape Artists are actively thinking about retirement and planning for their later stages in life — trying to find the right balance and how best to retire…whether slowly or in one mighty leap.
Quite often, Escape Artists are still in the process of building their careers, all while caring for aging parents and fledging adult children. It’s a lot to handle!
How we can help
Retirement is a significant moment to say the least, and it’s important to understand the implications so you can make the transition stress-free and packed with adventures. At Bridges we do just that, working together to create a real, achievable roadmap that’s tailored to your lifestyle. The decisions you make now and the way you structure your finances will determine what type of a retirement lifestyle you will live.
Discover Wealth Central
It has never been easier to visualise your finances. Wealth Central is a highly engaging and interactive way to quickly understand your financial position, model your goals and receive valuable insights.
It’s a visual tool that can give you financial clarity in seconds. It’s just one of the ways we’re making financial advice accessible to all Australians.
Case study
Steve and Phoebe might have gotten a little bit older, but their dreams were bigger than ever. With retirement just around the corner, they teamed up with a Bridges Financial Planner to plan the perfect escape.
Client Scenario
Mary is a client of one of our Financial Planners. We demonstrate how we worked through the advice process with her to achieve her goal of staying in her home and having savings by retirement age.
Related insights
Let's talk
When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.