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Baby boomer - Community First Credit Union financial planning

Baby Boomers (1946-1964)

With children gone from the family nest, your mortgage paid off and access to more finance, it’s the perfect time to re-evaluate your financial situation and implement strategies to help you make the most of your money.

Ask yourself these questions:

  • Will you have enough money to do the things you want to do in retirement?
  • How much is enough?
  • Have you protected your wealth?
  • If these have been on your ’too hard to think about’ list, consulting a Bridges financial planner will take the hard work out of financial planning. You’ll have a strategy tailored especially for you, giving you peace of mind that you’ve taken the first steps to a successful financial future, paving the way for a stress-free retirement with the financial means to live a comfortable life and make your dreams come true.

View or order your generation guide

To help you get things started, go to to have a look at your generation eGuide online or order a printed version and see how Bridges can help you achieve the kind of future you desire.

Book your first appointment today - it's absolutely FREE!

Your first appointment with a Bridges Financial Planner is absolutely free if you are a Community First Member, and it is up to you whether you would like to proceed so there are no obligations.

If you would like to book an appointment with a Bridges Financial Planner, you can
book online or call us on 1300 13 22 77.

Have you considered..

Useful information

Becoming a Member

Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL No 240837. This is general advice only and has been prepared without taking into account your particular objectives, financial situation and needs. Before making an investment decision based on this information, you should assess your own circumstances or consult a financial planner. In referring members to Bridges, Community First does not accept liability or responsibility of any act or omission or advice provided by Bridges or its authorised representatives. Part of the IOOF group.
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