BSB 805 050

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BSB 805 050

Financial Planning & Advice

Financial Planning is about helping you plan for your future. It’s more than just retirement planning… it’s about creating wealth, and then protecting that wealth

To help you plan for your future, your Financial Planner will look to create a relationship with you and truly get to know you… Their priority is to understand you and what you want to achieve financially. Once they have this understanding, they can provide advice and tailored strategies designed to help you achieve your lifestyle and financial goals.

This is all done with a focus on your peace of mind and comfort. Make an appointment with our Financial Planners when it suits you.

Enquire online   Call 1300 132 982   Locate us

Visit the pages below to learn more about how we can help you:

The Financial Planning Process

Learn more about how we can guide you through the four key steps to financial success.

 

 

Find out more

Advice and Strategies

We can help with advice in the key areas of Investing, Personal Insurance, Superannuation and Pensions.

 

 

Find out more

Our Financial Planning Team

We have over 30 experienced Financial Planners who are here to help.

 

 

 Find out more

Market Watch

Your insight into the Australian and Global Financial Markets.

 

 

Find out more

People's Choice Credit Union - BT Login

The information above is not intended to constitute financial advice and does not take into consideration your personal objectives, financial situation or needs. Before deciding whether a financial product is appropriate for you, you should obtain and consider the Product Disclosure Statement (PDS) for the product, and all other relevant documents, and consider obtaining financial advice. You can speak with a People’s Choice Financial Planner to obtain further information, financial advice or copies of the PDS for any financial product we distribute or make available. Contact us on 1300 132 982, or email fpsupport@peopleschoicecu.com.au to make an appointment.

People’s Choice Credit Union, a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 (People’s Choice), acts under its own Australian Financial Services Licence (AFSL 244310) and Australian Credit Licence (ACL 244310). In Western Australia, our Financial Planning is provided through Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244308 (Financial Solutions), a wholly owned subsidiary of People’s Choice. Financial Solutions is not an authorised deposit-taking institution and its obligations do not constitute deposits or liabilities of People’s Choice and are not guaranteed or supported by People’s Choice.

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