We C.U. at every stage of your life.
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 C.U. 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 C.U. members.
 Take
our Financial Fitness Tests
We all know that being physically fit
is important to our overall health and well-being. Being financially
fit is no different. Any fitness program starts with understanding your
present condition. There are five basic tests to determine your starting
position and identify what areas you need to work on.
Take
the Flexibility Test >>
Being financially flexible allows you to move throughout the month without
having to worry about how you are going to make your credit card and
loan payments.
Take the Strength Test
>>
Having strong muscles is like having a strong foundation. Your core
strength improves your flexibility and balance, at the same time as
it keeps your bones strong. Financial strength means saving; for what
you want now and in the future.
Take the Balance Test >>
Financial balance, just like physical balance, means that you are well
conditioned. Performance on all activities is improved. Whether you
are just starting out and are borrowing for a home, sending your kids
off to university or getting ready for retirement there are important
choices to make. Balance means that for each stage of your life you
are well prepared and in the best possible condition
Take
the Agility Test >>
Being quick on your feet means you are agile. Financial agility allows
you to deal with any emergency situation that comes along.
Take
the Cardio Test >>
Cardiovascular health is working to keep your heart strong so that it
does not need to work as hard to pump blood. A strong financial heart
means that you are able to pay your bills without breaking a sweat and
still have enough left over to enjoy the rest of your life.
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