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

Your Financial Planner’s priority is to truly get to know you and to understand 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, no matter what life stage you’re in.

This is all done with a focus on your peace of mind and comfort. Make an appointment with one of our expert Financial Planners by submitting an online enquiry or by calling us on our dedicated Financial Planning hotline (1300 132 982).

We’ll be sure to get back to you within hours, not days*.

Read more about Financial Planning & Advice in our brochure, available to download here.

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The Financial Planning Process

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

 

 

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Advice and Strategies

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

 

 

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Our Financial Planning Team

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

 

 

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Market Watch

Your insight into the Australian and Global Financial Markets.

 

 

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*Response timeframes based on same business day if before 3pm otherwise next business day.

The information on this page is not intended to constitute financial advice.  For full details of the Financial Planning services we offer please refer to our Financial Planning Financial Services Guide (FSG), available from us. You should consider the Product Disclosure Statement (PDS) for the product before deciding whether to acquire it. The PDS is available from us. Any financial product advice on this page has been prepared without taking account of your objectives, financial situation or needs, so before acting on it you should consider the appropriateness of it having regard to those matters. People’s Choice Credit Union is a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125 AFSL 244310. In Western Australia, our Financial Planning services are 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 in or liabilities of People’s Choice and are not guaranteed by People’s Choice.

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