On becoming a member of our bank, you're not just a customer, you're an owner!
Whether you’re saving for a house deposit, planning for retirement, already have an investment portfolio or are thinking about investing your money, our financial planning partner Bridges may suggest a plan to meet your goals.
Australian Mutual Bank members who would like a personalised financial well-being report, can do this online using the Bridges Wealth Report platform. The Wealth Report is a complimentary resource designed to provide insights into your current financial standing. Should your circumstances change, the report can be updated as needed.
This report can assist in identifying:
Before you decide to use the Bridges Wealth Report, please note that:
To get started with the Bridges Wealth Report, please click the button below and use the coupon code 'AMBWEALTH'.
Financial Planning is delivered by Bridges Financial Services Pty Limited (Bridges). ABN 60 003 474 977. ASX participant. AFSL 240837. Part of the Insignia Financial Ltd group.
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 customers to Bridges, Australian Mutual Bank does not accept liability or responsibility for any act or omission or advice provided by Bridges or its authorised representatives.