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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 to boost your super – 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.
 

Complimentary initial appointment - valued at $330

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 133 362.

 

iconMake an AppointmenticonVisit a BranchiconCall 133 462

 

Important Information:

Bridges Financial Services Pty Ltd (Bridges). ABN 60 003 474 977. ASX Participant. AFSL No 240837. 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 IOOF group. The information (including taxation) is general in nature and may not be relevant to your individual circumstances.  You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. Bridges Financial Services Pty Ltd (Bridges) Address: The Bond Level 3, 30 Hickson Road Millers Point NSW 2000. Phone 1800 000 947 (Option 1 for general enquiries).

Why choose us?

Established in 1880, we have been helping people achieve their financial goals for 140 years and are rated by Forbes as one of the World’s Best Banks. We offer a full range of competitive banking, including home and personal lending, savings and transaction accounts, term deposits, business banking, and can arrange financial planning, insurance and travel products.

We provide simple and secure digital banking solutions online and on mobile, and members enjoy access to free automated phone and internet banking, and a team of professionals at our locally based contact centre. With a growing branch network throughout the Illawarra, Sydney, NSW South Coast, Newcastle/Hunter, the ACT and Melbourne, we have a lending specialist in every branch and a team of mobile lending specialists who will come to you.

Find out more