Join us for an information session on superannuation and financial planning.
We’re excited to invite you to join us at this valuable session on financial wellbeing and retiring with confidence presented by our financial planning partner Bridges.
The session will broadly cover on the following topics:
- Cash flow and budgeting including tax structures
- Investments and asset allocation
- Superannuation strategies
- Planning to retire with confidence.
Bridges has been helping people reach their financial goals for over 40 years.
To find out more about Bridges, please visit australianmutual.bank/banking/financial-planning.
Date: 29th of May 2025
Time: 1.5 hour session from 5.30pm to 7.00pm
Location: Bridges Office, 3 Parramatta Square, Level 6/153 Macquarie St, Parramatta NSW 2150
Catering: Light refreshments will be available on the day.
Please RSVP your attendance here by the 23rd of May 2025.
Don't have time to attend this information session?
If you can't make this information session but you're interested in discussing your financial wellbeing, please click here and completely your contact details and we will arrange for one of our friendly staff to contact you.
As a valued member, you’re also eligible for a one-on-one complimentary initial appointment with a Bridges Financial Planner. This is a great opportunity to discuss your goals, review your current situation and learn about the options available to you and it's obligation-free.
Bridges Financial Services Parramatta Office
3 Parramatta Square, Level 6/153 Macquarie St, Parramatta NSW 2150.
Please note this session is general advice only. To arrange your complimentary appointment, please contact your local Australian Mutual Bank branch or call the Contact Centre on 13 61 91 (Monday to Friday 8am to 7pm and Saturday 8.30am to 11.30am, Sydney time).
Financial Planning is delivered by Bridges Financial Services Pty Ltd | ABN 60 003 474 977 | ASX Participant | Australian Financial Services Licence 240837. 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. Australian Mutual Bank Ltd ABN 93 087 650 726, AFSL and Australian credit licence 236476 has a financial advice referral arrangement with Bridges and may receive a referral fee. Further details are available in Bridges’ Financial Services Guide. In referring customers to Bridges, Australian Mutual Bank does not accept liability or responsibility for any act, omission or advice provided by Bridges or its Authorised Representatives.
Please review Australian Mutual Bank Ltd Account and Access Facility Conditions of Use and Financial Services Guide before acquiring the product.
