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Hume Building Society:- can offer financial planning advice through its relationship with Bridges and Executive Wealth Management Financial Services Pty Limited (EWM)
- has Financial Service Officers (FSOs) working from its premises who
- are authorised representatives of EWM
- can provide limited financial planning advice
A Financial Services Officer will:- help you review your financial position
- talk to you about your future financial plans
- help you set financial goals
- help you develop an appropriate plan to meet your financial and lifestyle objectives through strategies such as:
- 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 superannuation investments
For financial advice on more complex matters Hume offers:a free no-obligation first appointment at Hume’s premises with the local Bridges’ financial planner for more complex strategies such as:
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Things you must read
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 brochure, you should consult a financial planner. Bridges Financial Services Pty Limited (Bridges). ASX Participant. AFSL No.240837. Executive Wealth Management Financial Services Pty Limited (EWM) AFSL 245451 In referring members to EWM and Bridges, Hume Building Society does not accept responsibility for any acts, omissions or advice of EWM, Bridges or its authorised representatives.
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