BSB 805 050

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BSB 805 050

Advice and Strategies

Let us give you guidance to help you navigate your financial journey

Whilst the Financial Planning Process follows a standard set of steps and the recommendations made by your Financial Planner will be tailored to your individual circumstances, there are still some broad categories of Advice & Strategies which we commonly concentrate on:

 

Investing

Saving and creating wealth for your future.

 

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Personal Insurances

Protecting your income, lifestyle and loved ones.

 

 
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Superannuation

Saving for your retirement.

 


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Self-Managed Super Fund

Take charge of your retirement.

 


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Pensions

Income streams in retirement.

 

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Aged Care

Understand the next steps of life with Financial Planning.

 

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Most popular questions...

More questions...

  • When should I see a Financial Planner?

    Generally, the main reasons most people seek financial advice is to either protect themselves and their family in the event of serious illness or injury, grow their wealth through their working years and plan for retirmement.  We can help with all of this and more, but above all , we can help provide peace of mind so that you can enjoy the important things in life.  It is never too late to seek advice from a Financial Planner, but it is always better to start early.  Remember, the best time to invest was 20 years ago, and in 20 years time, the best time to invest would be today.  Our experienced Financial Planners can help you plan for your future and protect your family at any time or at any stage of your life.

  • Why did People’s Choice partner with BT?

    Historically, People’s Choice Credit Union has used multiple service and product manufacturers to provide financial solutions for our members. Given our size, the decision was taken to use this scale to secure a competitive fee structure for our members’ superannuation, investment & insurance needs.
    We will also benefit from BT’s experience more broadly in terms of working in partnership with a large financial institution as we continue to build a stronger Credit Union.

  • Why did People’s Choice select BT?

    People’s Choice chose to partner with BT following a rigorous tender process, because we are determined to provide the greatest benefit across a number of key criteria to our members now, and into the future.
    BT Wrap is also currently the largest Wrap platform in the country when measured by funds under advice, and has won the Smart Investor platform of the year for 2011, 2012 and 2013.

  • Who is BT?

    BT is the investment arm of Westpac. They have been helping Australians create and manage wealth since 1969 and today is one of Australia’s leading wealth managers with over $144 billion in funds under management and administration.

  • Who do I refer queries to?

    All queries should be made via a qualified Financial Planner. To make an appointment today please visit our website or contact the Financial Planning Support Team on 1300 132 982 or at [email protected]

  • What is a WRAP?

    A WRAP allows you to hold all of your investments in a single and tax effective vehicle. It provides tax calculations to investors at an individual account level, allowing them to receive the true benefit of their investments and transactions.

  • What are the key member benefits?

    People's Choice Credit Union has now formed relationships with both retail and industry superannuation funds. This allows our advisers to select the best investments to meet our members needs and long term goals. 

People's Choice Credit Union - BT Login

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Please call us on 1300 132 982 from 9am - 5pm, Mon – Fri (ACDT) to arrange for a Financial Planner to contact you. Alternatively you can enquire online.

*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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