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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'.

Superannuation

Your superannuation is an extremely important investment because it is likely to be your main source of income in retirement.

Retirement Planning

Retirement is the time to do the things you have always wanted to do.

Investing

Investing your money is an effective way to build your wealth.

Redundancy

In today’s economic environment, being made redundant can become an unexpected reality.

Aged Care

As we get older, it becomes more and more difficult to live independently.

Estate Planning

No-one likes to think about death or falling ill – but it’s important to plan for the future.

Why choose Australian Mutual Bank?

  • 100% Customer owned

    On becoming a member of our bank, you're not just a customer, you're an owner!

  • Ethical banking

    The benefit of our members, society, and the planet drives everything we do

  • Friendly service

    Our number one goal is to give you the best overall banking experience we can

  • Safe and secure

    Eligible deposits are protected by the Financial Claims Scheme

Footnotes:

Financial Planning is delivered by Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL 240837. Part of the Insignia Financial Ltd group.

This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring customers to Bridges, Australian Mutual Bank does not accept liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives.

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Any advice or information on this site does not take into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. Please review Australian Mutual Bank Ltd Account and Access Facility Conditions of Use and Financial Services Guide before acquiring the product.

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