Where banking matters

Helping you plan for the future

We are proud to offer you the services of our financial planning partner Calm Wealth.

Transaction accounts to suit your needs

Fire Service Credit Union is proud to offer you Calm Wealth.

We are proud to offer you the services of our financial planning partner Calm Wealth. Calm Wealth has been helping Australians reach their financial goals for over 30 years in Adelaide, providing valuable assistance in planning for the future and managing wealth. A Calm Wealth financial adviser will develop a plan specifically for you – one that’s tailored to your needs and circumstances, to help you achieve your goals.

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2024/2025 schedule

Appointment times 9:00am & 10:00am

Friday 1 November 2024

Friday 6 December 2024

Tuesday 11 February 2025

Tuesday 18 February 2025

Top benefits

What is financial planning?

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

Top benefits

A financial adviser can help you:

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be.

Define your financial & lifestyle goals Understand your current financial situation and personal circumstances to see what opportunities you have Build a financial plan with written, measurable outcomes Stay on track through ongoing progress reviews Make the most of your super Manage your money tax-effectively Select investments based on your risk profile Structure your finances wisely especially following a redundancy or after receiving an inheritance Plan your transition to retirement Ensuring you have appropriate personal insurance cover to protect your family

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