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Financial Planning

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A planner you can trust

The Mac is proud to offer members the services of Bridges, one of Australia’s largest financial planning groups. A Bridges Financial Planner will provide you with advice that suits your individual circumstances and will help make your future lifestyle as good as it can possibly be.

Ensure your money works as hard as you do.

Financial planning can make a big difference at every stage of life – you’re never too young or old for a financial plan. Whether you’re in your carefree 20s, consolidating 30s, comfortable 40s or cruising 50s, the advice of a professional financial planner can be critical in helping you achieve and maintain your dreams.

A Financial Planner can help you:

  • Save for a home
  • Manage your investments tax-effectively
  • Plan for the costs of marriage and the benefits of combined income and savings
  • Make your income go further by investing wisely
  • Structure your assets effectively if you’re self employed
  • Plan for a family and the loss of a regular salary whilst on maternity leave
  • Help you to make the most of your superannuation opportunities
  • Plan your finances following a redundancy or when changing jobs
  • Make the most of a maturing term deposit or a financial windfall
  • Maximise your eligibility for Centrelink benefits
  • Plan and execute the retirement lifestyle you desire

Want to talk to a real person about Financial Planning?

You can request a call back from our team or call 1300 622 278, Monday to Friday 8am – 5:30pm.
Our Camden, Narellan, Picton or Tahmoor branch teams are also happy to help you with your Financial Planning enquiry.

Find out where our local branches are located.

Request a call backTools and Resources
  Find out more

Important Information
> Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL No 240837. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, The Mac does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives.
Part of the IOOF group.


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