Financial Planning Invest - Big Sky - banking where members benefit

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Wealth Creation

Income Protection

Managed Funds

Risk Management

Superannuation

Redundancy / Rollover

On-line Share Trading

Big Sky is dedicated to providing members with a range of financial services through our referral relationships with Bridges Financial Services of the Bridges Group.

As a valued Big Sky member, you can meet with a trained and accredited Financial Services Officer, licensed through Executive Wealth Management Financial Services Pty Ltd, for a FREE no obligation consultation. Using a structured and thorough approach, a Financial Services Officer will review your current financial position, talk to you about your future financial plans and help you set some practical financial goals.

A Financial Services Officer can help you to develop an appropriate strategy to meet your financial and lifestyle objectives through:

establishing a regular savings plan to make your money work harder

protecting your family through life and income protection insurance

supplementing your superannuation for a more secure retirement

tracking down and consolidating multiple superannuation investments

In addition, a Financial Services Officer can refer you to a range of other services including referral to a Bridges financial planner, who can assist you with retirement income planning (including social security entitlements), wealth accumulation strategies, buying and selling shares, and the complex financial issues associated with changing jobs or redundancy.

Your initial consultation will take around 45 minutes, is FREE of charge and you are under no obligation to accept any advice provided.

To arrange an appointment with a Bridges financial adviser, simply complete this online form, contact your local Big Sky service centre or call us on 1300 654 321 and we’ll have a financial adviser contact you Details Title: Mr Ms Mrs Miss Dr Name: Member Number: Email Address: Work Phone: Home Phone: Mobile: Address: Postcode:   I am interested in: Wealth Creation Strategies Income Protection Managed Funds Risk Management Superannuation Redundancy/Rollover   The best time to contact me by phone is: Morning Afternoon   Please contact me on my: Work Number Home Number Mobile Number   Additional comments or queries:

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Executive Wealth Management Financial Services Pty Limited AFSL no. 245451 and Bridges Financial Services Pty Limited ("Bridges") AFSL no. 240837. In referring members to Executive Wealth Management Financial Services Pty Ltd or Bridges, Big Sky Credit Union does not accept any liability or responsibility for any acts and omissions of Executive Wealth Management Financial Services Pty Ltd or Bridges and their authorised representatives. The Financial Services Officers are authorised representatives of Executive Wealth Management Financial Services Pty Ltd.