Financial Planning Services

Expert financial advice can significantly impact your future, whether you’re just starting your career, planning for a growing family, or nearing retirement.

Financial planning plays a crucial role in every stage of life, and we understand that each person's situation is unique.

To provide you with access to professional financial advice, the best guidance, Broken Hill Bank’s partner, Bridges, is one of Australia’s leading financial planning organisations.

Pictured: John Creamer

Supporting our community with financial expertise

Bridges, provide professional financial advice tailored to your needs. Together with the Bridges team, our goal is to help you plan for a future lifestyle that’s as fulfilling as possible, using personalised financial advice and investment strategies.

Who are Bridges Financial Planning?

Bridges is one of the largest and most trusted financial planning firms in Australia, with a strong focus on serving the customer-owned banking sector. With a network of over 170 planners and more than 30 offices nationwide, Bridges has been helping Australians achieve their financial goals for over 30 years.

John Creamer, a Bridges financial planner, will work closely with you to create a personalised plan, designed around your specific circumstances, helping you reach your financial objectives. To learn more about Bridges Financial Planning and the services they offer, visit the Bridges website.

How to get started with Bridges financial planning

To make an appointment with John, a Bridges Financial Planner
call us on 08 8088 2199, visit our branch or enquire online.

Create your free Wealth Report

Would you like a complimentary personalised wealth report? Thanks to our Financial Planning partner Bridges, you can! My Wealth Report* can provide you insights into your finances and help you project your financial future.

All you need is 10-15 minutes and a few details about your existing financial situation to get started.

Go to wealthreport.bridges.com.au and enter the coupon BROKENHILLWEALTH to get started.

Disclaimer

* 'My Wealth Report' is made available by Bridges. Broken Hill Bank does not accept any responsibility or liability for any information or advice provided by Bridges through My Wealth Report. You should read the Terms and Conditions, including the Wealth Central Pty Ltd Terms & Conditions available at wealthreport.bridges.com.au/#/termsAndConditions and the IOOF Privacy Policy at www.ioof.com.au/privacy, before proceeding. 

Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. 

In referring customers to Bridges, Broken Hill Bank does not accept liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives. Bridges is part of the Insignia Financial Group. The information (including taxation) is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. Bridges Financial Services Pty Ltd (Bridges) Address: The Bond Level 3, 30 Hickson Road Millers Point NSW 2000. If you become a Bridges client as a result of our referral, we will receive a referral fee. Ask us or see our Financial Services Guide for more details before we provide you with services.

Financial Planning FAQ

  • A financial planner helps clients manage their finances and to plan for the future. Financial planning advice may include insurances, like life insurance, personal finance, investing, asset allocation, tax planning or retirement planning.

  • The four main types of financial planning are cash flow planning, tax planning, investment planning and retirement planning. Each type of financial planning has different timeframes, objectives and goals.