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

Investing

Saving and creating wealth for your future.

 

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 Personal Insurances

Personal Insurances

Protecting your income, lifestyle and loved ones.

 

 
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Superannuation

Superannuation

Saving for your retirement.

 


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Self-Managed Super Fund

Take charge of your retirement.

 


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Superannuation

Pensions

Income streams in retirement.

 

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Pensions

Aged Care

Understand the next steps of life with Financial Planning.

 

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Most popular questions...

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  • 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.

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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.

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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