BSB 805 050

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BSB 805 050

Investing

Saving and creating wealth for the future

There are a wide range of investment options, products, management methods and strategies available. Your Financial Planner will spend the time discussing the various options and considering those relevant to your circumstances and desired goals.

Our qualified Financial Planners can provide advice on the following investment strategies:

  • Budgeting and Saving
    • Understanding where your income is coming from
    • Importance of understanding your spending habits
    • Foundation of any long-term financial success
    • Get your money working harder for you
  • Borrowing to Invest (‘Gearing’)
    • Take advantage of possible tax savings
    • Increase the amount available for investment purposes
    • Receive a comprehensive strategy outlining the pros and cons of borrowing to invest
  • Redundancy
    • Understanding how best to handle your redundancy payment
    • Planning for the tax effective receipt of your redundancy payment
    • Considering investment options in light of how long you need the money to last
    • Ensuring any potential impacts on Centrelink are understood
  • Estate Planning
    • Ensuring you have accurate documentation reflecting your current wishes should you pass away
    • Introducing you to our professional contacts should you need new wills etc.
    • Advising on how to ensure your intentions are met as tax effectively as possible

You can enquire about Investing online, over the phone by calling 1300 132 982  or by visiting your nearest branch.

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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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