Unlocking the Value of Financial Guidance

We have joined forces with Bridges, one of Australia’s leading financial planning firms, to provide expert financial advice. When you team up with Bridges and Southern Cross Credit Union, you become part of a larger community that genuinely cares about your best interests.

So, how can a Financial Planner make a difference? They guide you through financial planning, helping you make informed decisions about money—from savings strategies to investments. By preventing costly missteps, they safeguard your financial well-being. Their holistic approach covers cash flow management, estate planning, and lifestyle preferences. Ultimately, a well-crafted plan brings peace of mind and allows you to focus on other aspects of life. Remember, it’s an investment in your future!

Wealth Report* – Financial Guidance for all who seek a brighter future

We, alongside Bridges Financial Services, are on a mission to make financial planning accessible to all Australians who need it.

Bridges are offering our valued customers access to a personalised financial well-being report. The Bridges Wealth Report is a complimentary tool designed to assist you in understanding your current financial position. Should your circumstances change, the report can be updated at anytime.

The report can help identify:

• Estimated super balance at retirement;
• Projected income, expenses and cash flow;
• Anticipated periods of high expenses within your budget;
• Whether you are on track to meet your individual goals; and
• If you can afford that new home, or planned renovations to your existing one.

To take action and plan for the future you’ve always dreamed of, click the button below and enter the access code sccuwealth.

*T&C’s are available below.