BSB 805 050

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BSB 805 050


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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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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