We’ve partnered with Bridges Financial Services (Bridges), one of Australia’s leading financial planning companies, to offer personalised guidance that helps you make the most of your money now and into the future.
Why consider financial planning?
Understand your cash flow and make informed money decisions.
Enjoy peace of mind knowing your finances are working towards your goals.
Cashflow management is one of the most popular financial planning services where the Bridges team will help you understand your financial ‘ins and outs’ so you can track your spending, budgeting, map your cashflow and visualise your finances with Bridges Wealth Central tool. See other services below:
Whether you’ve only started thinking about retirement or you are moments away from taking the leap, Bridges can help you understand your income needs and work together to create the right retirement strategies.
Working with Bridges Financial Planners, investment gurus and researchers will help to develop the right investment plans that are unique to you – building wealth and replacing income.
Putting the plans in place to protect your family and your assets, while taking away unnecessary stresses and financial hardships – ensuring you’re able to support future generations and control your legacy.
Bridges understand your Super performance is important no matter your stage of life. Bridges review strategies, performance, fees and more for you.
Helping you make informed decisions to help make the transition into aged care seamless – whether it’s for yourself, your spouse or a loved one.
Protecting your family and loved ones starts by looking after the most important thing in life – you. Bridges can provide you with risk strategies for income replacement and life insurance if the unexpected should happen.
We, alongside Bridges Financial Services, are on a mission to make financial planning accessible to all Australians who need it.
Bridges are offering our valued customers access to a personalised financial well-being report. The Bridges Wealth Report is a complimentary tool designed to assist you in understanding your current financial position. Should your circumstances change, the report can be updated at anytime.
The report can help identify:
To take action and plan for the future you’ve always dreamed of, click the button below and enter the access code sccuwealth.
*T&C’s are available below in ‘Important Information’ section.
Get Your Wealth Report
*‘My Wealth Report’ is made available by Bridges. Southern Cross Credit Union 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 Insignia Group Privacy Policy at Privacy policy – Insignia Financial, before proceeding.
Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. AFSL No 240837. In referring members to Bridges, Southern Cross Credit Union 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: Level 21, 252 Pitt Street, Sydney, NSW 2000. If you become a Bridges client as a result of our referral, we will receive a referral fee. Our Financial Services Guide is available at Website Disclosure Information and FSG – Bridges.
In referring members to Bridges, Southern Cross Credit Union does not accept liability or responsibility for any acts, omission or advice provided by Bridges or its authorised representatives. SCCU may receive a referral fee for referring customers to Bridges.
Join our SCCU community along with thousands of customers who love our easy to understand banking services and caring customer approach.
Whatever your life stage – we’re here to support and guide you. Whether you have questions, need general advice, or wish to schedule a meeting with a Bridges Financial Planner for personalised guidance. One conversation will help you better understand the ways financial advice can help you build a brighter financial future.
By submitting the form below, our team will connect you to the Bridges Financial Planners and they will contact you shortly via phone or email to book for a free of charge consultation.
For your security, we refrain from sharing personal or account-specific information via email.
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Bridges is one of Australia’s largest financial planning companies and has a focus on providing financial advice to the customer-owned banking sector. Bridges has been helping people reach their financial goals for over 40 years.
Explore some of our favourite calculators – from working out your monthly expenses to discovering how much your savings could grow. They’re simple to use and a great way to further understand finances.
From your first transaction to lifelong investments, with you across all financial life stages.
Years of age
Australian our NZ resident
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If you'd like a little extra help, call our team on 1300 360 744.
