Financial freedom awaits…  

We’ve all seen the movies — every good escape needs an even better plan. Luckily, we happen to know a few financial experts that can help…

Who 

People aged 50-66 ready to take that venture into the great unknown! Escape Artists are actively thinking about retirement and planning for their later stages in life — trying to find the right balance and how best to retire…whether slowly or in one mighty leap.

Quite often, Escape Artists are still in the process of building their careers, all while caring for aging parents and fledging adult children. It’s a lot to handle!

How we can help

Retirement is a significant moment to say the least, and it’s important to understand the implications so you can make the transition stress-free and packed with adventures. At Bridges we do just that, working together to create a real, achievable roadmap that’s tailored to your lifestyle. The decisions you make now and the way you structure your finances will determine what type of a retirement lifestyle you will live.

Life stages

Discover Wealth Central

It has never been easier to visualise your finances. Wealth Central is a highly engaging and interactive way to quickly understand your financial position, model your goals and receive valuable insights.
 

It’s a visual tool that can give you financial clarity in seconds. It’s just one of the ways we’re making financial advice accessible to all Australians.

Learn more

Case study

Steve and Phoebe might have gotten a little bit older, but their dreams were bigger than ever. With retirement just around the corner, they teamed up with a Bridges Financial Planner to plan the perfect escape.

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Client Scenario

Mary is a client of one of our Financial Planners. We demonstrate how we worked through the advice process with her to achieve her goal of staying in her home and having savings by retirement age.

Relevant services

Retirement planning

Understanding your income needs and working together to create the right retirement strategies.

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Superannuation

Your Super is just around the corner. But there’s still time to make sure it’s working hard by reviewing strategies, performance, fees and more.

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Cash flow management

Understanding your financial ‘ins and outs’ so you can make your escape as seamless as possible.

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Investment services

Working with our Financial Planners, gurus and researchers to develop the right investment plans that are unique to you — building wealth and replacing potential lost income.

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Personal insurance

Protecting your family and loved ones starts by looking after the most important thing in life — you. We’re here to make sure lost income is replaced, debt can be repaid, and recovery is swift, if the unexpected should happen.

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Related insights

Finding joy in unusual places

Title
Finding joy in unusual places
Teaser Title
Life Style Tags
bridges:life-stages/50-66
Effective Date
2024-03-12 14:51
Short Description
We tend to live busy, always-on lives, so carving out some time to find some joy – is vitally important in both the short and long term. But knowing how to truly take that step away can be a challenge. Here are eight ways you can switch off.
Feature Image
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Link to content page
/content/bridges/en/insights/finding-joy-in-unusual-places

Board game renaissance

Title
Board game renaissance
Teaser Title
Life Style Tags
bridges:life-stages/50-66
bridges:life-stages/80+
Effective Date
2023-12-01 16:00
Short Description
Retaining and growing in popularity, board games can teach incredibly valuable skills. They can help youngsters develop hand-eye coordination, social skills, fine motor skills, boost self-esteem and for older ages it can help protect against dementia.
Feature Image
/content/dam/bridges/images/tiles/1854x1044/children-playing-chess.jpg
Link to content page
/content/bridges/en/insights/board-game-renaissance

Pay down mortgage or boost super?

Title
Pay down mortgage or boost super?
Teaser Title
Life Style Tags
bridges:life-stages/50-66
bridges:life-stages/30-49
Effective Date
2023-12-01 14:50
Short Description
Many ask, should you pay off your mortgage faster or save more in super? While the answer depends on your personal situation, investing more in super may make your money work harder.
Feature Image
/content/dam/bridges/images/tiles/1854x1044/couple-standing-looking-outside-window.jpg
Link to content page
/content/bridges/en/insights/pay-down-mortgage-or-boost-super

Let's talk

When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.

Contact us

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