Bridges Financial Services

The Women at Insignia Financial series has been popular around our offices as we seek to share ideas, tools and resources to empower all our people, especially women, to take more affirmative action around their finances. With knowledge, education and understanding, we can all look forward to a financial future that aligns to our values and goals.

Recent research confirms what we, as an advice business, know. Advised clients say they have a greater quality of life and feel more confident about their financial position – and this is across the generations and varying income levels. If you know someone who would benefit from financial advice, we would love to talk to them. Source: Value of Advice online survey of 1,193 Australians (over 25 years earning over $90k p.a. or holding over $50k in investable assets) in 2024. The survey was conducted by independent research firm MYMAVINS for the Financial Advice Association Australia (FAAA). Link : https://lnkd.in/gCXJGrE5 Prepared by Bridges Financial Services Pty Ltd ABN 60 003 474 977 AFSL No 240837. Part of the Insignia Financial Group.

This article by Professional Planner has a good summary of the announcement (including limitations of the ATO’s ruling) - ‘An important step forward’: ATO determination recognises advice as a profession.' Source - https://lnkd.in/gp4PhfAU Source - https://lnkd.in/g2NJJk8V Prepared by Bridges Financial Services Pty Ltd ABN 60 003 474 977 AFSL No 240837. Part of the Insignia Financial Group.

Whatever age or stage you’re at in life, it’s never too late to plan for what’s ahead. Let Beyond Bank Australia Bank and Bridges, one of Australia’s largest networks of employed Financial Planners, help you stay on track and make the most of every opportunity to improve your financial wellbeing. Visit https://lnkd.in/gpqgyJ_k Issued by Bridges Financial Services Pty Ltd | ABN 60 003 474 977 | ASX Participant | AFSL 240837. Beyond Bank Australia Limited ABN 15 087 651 143 AFSL | ACL 237856 (Beyond Bank) has a financial advice referral arrangement with Bridges. In referring customers to Bridges, Beyond Bank does not accept liability or responsibility for any act, omission or advice provided by Bridges or its Authorised Representatives.

Our CEO, Nathan Stanton, had the privilege of presenting the Emerging Leader 2024 award at the recent COBA conference in Adelaide. On behalf of all of us at Bridges, we would like to congratulate the winner, Adam Karayiannis from IMB Bank on winning this award.

We are pleased to announce that one of our Financial Planners is a Finalist in the Women In Finance Awards 2024. Congratulations Catriona Graham on your nomination. Your care, dedication and professionalism shines through with every client interaction and you are well respected amoung your peers. A very deserving nomination in an elite group of professional women in finance.

Let’s look forward to a brighter financial future together The future you want for yourself starts by taking a simple step today. Bridges, working in partnership with Beyond Bank Australia Bank, offers you a complimentary Wealth Report so you can see your current position. Then, by working together, we can put steps in place to help you achieve financial wellbeing. For a brighter financial future, visit https://lnkd.in/gpqgyJ_k Issued by Bridges Financial Services Pty Ltd | ABN 60 003 474 977 | ASX Participant | AFSL 240837. Beyond Bank Australia Limited ABN 15 087 651 143 AFSL | ACL 237856 (Beyond Bank) has a financial advice referral arrangement with Bridges. In referring customers to Bridges, Beyond Bank does not accept liability or responsibility for any act, omission or advice provided by Bridges or its Authorised Representatives.

Let's shape a better financial future together Whatever age or stage you’re at in life, it’s never too late to plan for what’s ahead. Let Beyond Bank Australia Bank and Bridges Financial Services, one of Australia’s largest networks of employed Financial Planners, help you stay on track and make the most of every opportunity to improve your financial wellbeing. Visit https://lnkd.in/gpqgyJ_k Issued by Bridges Financial Services Pty Ltd | ABN 60 003 474 977 | ASX Participant | AFSL 240837. Beyond Bank Australia Limited ABN 15 087 651 143 AFSL | ACL 237856 (Beyond Bank) has a financial advice referral arrangement with Bridges. In referring customers to Bridges, Beyond Bank does not accept liability or responsibility for any act, omission or advice provided by Bridges or its Authorised Representatives.

Achieving goals! Whatever your hopes are for your future, achieving them is easier when you have a professional on your side. Together, Beyond Bank Australia, working in partnership with Bridges, one of Australia’s largest employed networks of Financial Planners, can help you realise your financial wellbeing. For a brighter financial future, visit https://lnkd.in/gpqgyJ_k Issued by Bridges Financial Services Pty Ltd | ABN 60 003 474 977 | ASX Participant | AFSL 240837. Beyond Bank Australia Limited ABN 15 087 651 143 AFSL | ACL 237856 (Beyond Bank) has a financial advice referral arrangement with Bridges. In referring customers to Bridges, Beyond Bank does not accept liability or responsibility for any act, omission or advice provided by Bridges or its Authorised Representatives.

Together, let’s plan for your brighter future Creating a brighter financial future is not a journey you should take alone. Beyond Bank Australia Bank, working in partnership with Bridges, one of Australia’s largest networks of employed Financial Planners, can help you achieve your goals. For a brighter financial future, visit: https://lnkd.in/gpqgyJ_k Issued by Bridges Financial Services Pty Ltd | ABN 60 003 474 977 | ASX Participant | AFSL 240837. Beyond Bank Australia Limited ABN 15 087 651 143 AFSL | ACL 237856 (Beyond Bank) has a financial advice referral arrangement with Bridges. In referring customers to Bridges, Beyond Bank does not accept liability or responsibility for any act, omission or advice provided by Bridges or its Authorised Representatives.