Financial Planning

Take control of your financial future with the support of a financial planner.

Build a clear path to your goals

Whatever your goals are in life, whether it is – buying your first home, taking care of your family, investing for the future, protecting your assets and lifestyle, funding a comfortable retirement, or organising to pass on your wealth – having a plan in place can help you achieve them.

That’s why we’ve partnered with Bridges to provide financial planning services to our members. Bridges is a pioneer in Australian financial planning and, just like IMB Bank, is here for the long run.

Bridges can help you build a clear path to your goals, so you can take control of your financial future.

How financial advice can help

Investing for the future

If you want to begin a regular savings plan or you have a large lump sum, discover how you can invest your money to grow towards your goals.

Strategies to maximise your super

Plan for your long-term future while taking advantage of tax-effective strategies— including salary sacrifice and transition to retirement arrangements

Plan for life after work

Get more financially comfortable for your life ahead by making the most of your savings, your super and any government support available to you.

Make the most of redundancy

Get some certainty about your financial affairs after a redundancy, so you can use your pay-out wisely and plan your next steps with confidence.

Protect yourself and your family

Discover how you can protect your loved ones from the unexpected with life insurance and income protection, structured in a way that suits you.

Protect your estate

Put a plan in place to protect your legacy and ensure your assets will end up in the right hands if something happens to you.

Get a complimentary initial appointment

As a valued IMB Bank member, you’re eligible for a complimentary initial appointment with a Bridges financial planner. This is a great opportunity to discuss your goals, review your current situation and learn about the options available to you – and it’s obligation-free.

To arrange your complimentary appointment, simply click below, visit your local IMB Bank branch or call the customer care team on 133 462.

How We Can Help

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About IMB

why us

IMB Bank is one of the most enduring financial institutions in the country, helping people achieve their financial goals for over 140 years.

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Your security, our priority

Security is a fundamental right for our customers, and we hold it as one of our core values.

Need support?

Contact us

Get in touch with one of our Australia-based team.

Locate us

Our friendly branch staff are looking forward to helping you achieve your financial goals.

Important Information

Financial Planning services are issued by Bridges Financial Services Pty Ltd ABN 60 003 474 977 ASX Participant AFSL No 240837 (Bridges). In referring members to Bridges, IMB does not accept liability or responsibility for any act or omission or advice provided by Bridges or its Authorised Representatives. Bridges is part of the Insignia Financial Group. IMB may receive a commission where a customer receives financial advice from Bridges.

The information (including taxation) 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.