Everyone has different financial needs depending on their life stage and individual circumstances and there is a lot to consider when trying to secure your financial future.
Whether you’re saving for a house deposit, planning for retirement, already have an investment portfolio or are thinking about investing your money, our financial planning partner Bridges may suggest a plan to meet your goals.
Understanding your current financial position with the Bridges Wealth Report
Australian Mutual Bank members who would like a personalised financial well-being report, can do this online using the Bridges Wealth Report platform. The Wealth Report is a complimentary resource designed to provide insights into your current financial standing. Should your circumstances change, the report can be updated as needed.
This report can assist in identifying:
- Estimated super balance at retirement;
- Projected income, expenses, and cash flow;
- Anticipated periods of heightened expenses within your budget;
- Progress toward your individual goals; and
- Feasibility of purchasing a new home or undertaking planned renovations.
Before you decide to use the Bridges Wealth Report, please note that:
- The service (www.wealthreport.bridges.com.au) is owned and operated by Insignia Financial Ltd ABN 49 100 103 722
- Australian Mutual Bank and Insignia Financial Ltd are independent of each other. Any information you decide to share with Insignia Financial Ltd is confidential to them and is not shared with the Bank
- Australian Mutual Bank does not provide any opinion or recommendation regarding the information or services provided by Insignia Financial Ltd
- You should carefully read and understand the Insignia Financial Ltd Privacy Policy, the User Agreement and any other documentation provided by Insignia Financial Ltd
- All advice provided is only general in nature and does not take into account your personal circumstances. Please consider if the advice provided is appropriate for your needs before making any decision.
To get started with the Bridges Wealth Report, please click the button below and use the coupon code 'AMBWEALTH'.