Who needs financial advice?

Whatever your stage of life, there is always something you can be doing to manage your financial position so it keeps moving in the right direction.

Almost everyone at some stage in life can benefit from having a financial plan.

Financial planning is simply the process of identifying your personal and financial goals and creating ways to help achieve them. It covers a range of areas including wealth creation, insurance, borrowing to invest, tax effective investing, superannuation, retirement planning, redundancy, estate planning and others.

Your road map to success

A financial plan is like a road map setting out how to take you from where you are now to where you would like to be. A person’s needs often change with time as does legislation (take superannuation as an example). Any investment strategy you have in place should be flexible and reviewed regularly.

A good plan is also realistic, takes time and discipline to achieve, and is developed through a structured process that is tailored to achieve your financial goals.

BCU provides financial planning advice to members through ClearView.

BCU’s planners are licensed through Clearview Financial Advice Pty Ltd AFSL: 331367 ABN: 89 133 593 012 a company that specialises in providing financial solutions for credit unions. We believe this arrangement provides you with the best possible advice for your situation, whether personal or business with the advantage of being backed by the personal, ongoing service that BCU is renowned for.
Please note the information contained in this publication does not constitute personal financial product advice, personal investment or securities advice or recommendations. Before making any investment decisions, you should consider whether such an investment is appropriate in light of your particular investment needs, objectives, and financial and taxation circumstances.