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Financial planning
Financial planning services are provided by Federal Credit Union Bank Financial Planning Limited
At Federal Credit Union Bank Financial Planning, we keep in mind that the better informed you are, the better informed your decisions will be. As our client, you are at the centre of all that we do. We are committed to doing all that we can to support and assist you in making appropriate financial decisions.
Our service goes beyond simple investment and superannuation advice. Our planners take the time and care to understand what is important to you and what you wish to achieve – in the short, medium and long term.
Your planner will apply his/her expertise to your particular situation and develop cost-effective strategies that meet not only your financial needs, but also give you the peace of mind that comes with financial security.
Our planners will help you take informed steps to meet your financial needs and objectives, while also allowing you the freedom to change your mind as your needs and personal situation changes.
