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We C.U. at every stage of your life.

We C.U. so you can take advange of complete Financial Planning services from the birth of a child and the purchase of your first home to seeing your kids through college and into your retirement years.

As you move through life, chances are your investment needs will become more sophisticated. Not surprisingly, you may also want expert investment advice to help you navigate what can sometimes be complicated investment options. As a valued Credit Union. member, you are entitled to financial planning services that cost you nothing.

With Certified Financial Planners available by appointment, you can trust them to help you better understand the ins and outs of all of your investments. They'll help you set goals for the future and review your portfolio with you on an annual basis to make sure you're on track. In other words, they’ll be your financial advocate through every stage of your life. Remember, The Credit Union has a complete range of financial products and services for a balanced portfolio including mutual funds and term deposits

Financial Planning from The Credit Union has many benefits, including:

• Expert Advice: Certified Financial Planners are there for you. No commissions means we only have your best interests at heart.
• Complimentary Consultations: This service is available to all members FREE of charge
• Convenience: Call us and we'll book an appointment that's convenient for you
• Clear goal setting: We'll help you develop a strategic plan that works for you
• A customized portfolio: The Credit Union will help you reach your goals
• Lots of options: The Credit Union has the complete range of financial products and services for a balanced portfolio including mutual funds and term deposits

Book Your Appointment Today!

Real testimonials from real Credit Union members.