Wealth

Get Your Finances in Order

However, don’t be like everyone else who makes the decision to organise their finances and then forgets about it.

BCU can help you act now and start planning your future financial security. It’s never too late and you’re never too old. Groundwork you do now will reap rewards in the future. Everyone can benefit from planning and implementing a financial strategy.

Here at BCU, we can help you:

  • Analyse your current financial situation
  • Review your superannuation
  • Create a savings plan
  • Investigate insurance options (personal cover, income protection, life assurance, trauma and TPD insurance)
  • Help you consolidate your super and make top-up payments
  • Advise you how to recover lost superannuation
  • Provide information on a range of investment options.

Remember, small changes now add up to big differences down the track.

To make an appointment, visit your local BCU branch or call 1300 228 228.

BCU's Wealth Creation Advisors are licensed through Community and Corporate Financial Services Pty Ltd (ComCorp), 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.