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Financial Planning

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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.

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 IOOF 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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Australian Mutual Bank acknowledges the Traditional Owners and Custodians of the land where our office is located in Surry Hills, Sydney as the Gadigal people of the Eora Nation. We further acknowledge the Traditional Owners and Custodians of Country from where our members and employees reside.

We extend our deep respect to Elders, past and present, and emerging Community leaders for their continued connections and reciprocal relationships that protect and care for Country for a sustainable future.

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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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