Those aged 20-39, who are establishing and building careers, perhaps starting a family, getting married, or buying a home.
Most people seek financial advice when they reach a major life milestone.
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.
Many people are aware that they need professional financial advice but are unsure of where to start.
The quest isn’t simply to find a planner but more importantly, to find a planner you feel you can trust. Bank Orange is affiliated with a number of financial planners, including:
Brown & Associates
Servicing Bathurst, Cowra, Orange, Parkes, and Forbes, Edward Brown is a qualified financial planner and holds a Master of Applied Finance (Financial Planning) which he completed at Charles Sturt University, Bathurst.
Brown & Associates pride themselves on offering the following services:
- Life Products including Investment Life Insurance Products & Life Risk Insurance Products
- Interests in Managed Investment Schemes including Investor Directed Portfolio Services
- Deposit & Payment Products
- Retirement Savings Accounts (“RSA”) products
- Debentures, Stocks or Bonds issued or proposed to be issued by a Government
- Superannuation
- Securities
Edward is available for appointments at the Bank Orange branch, simply make an appointment by clicking the contact button today.
Bridges
Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 60 offices and more than 160 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.
A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.