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...

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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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