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Planning for your future

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 good plan is realistic, takes time and discipline to achieve, and is reviewed regularly so it can be adapted as your circumstances change.

bcu makes financial planning advice available to members through ClearView.

Need more information?

Just call bcu on 1300 228 228, ask at your nearest store or complete an online enquiry form and we’ll get back to you.

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bcu's planners are Authorised Representatives of 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.