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How A Bridges Planner Helps
How a Bridges Planner Helps
Benefits of advice
A financial planner provides you with valuable assistance in planning for your future and making the most of your money. The benefits of financial advice are numerous and far greater than simply recommending where to invest. Not only will a financial planner give you advice on:
- Budgeting and managing debt
- Wealth accumulation and investment strategies
- Minimising tax on investments
- Superannuation and retirement strategies
- Maximising social security entitlements
- Protecting your family with insurance
- Wills and estate planning
Their advice should also give you:
- Relief and reassurance - you now have a financial strategy in place
- Confidence and satisfaction – you are making the most of your situation and a professional is looking after your interests
- Peace of mind – you can sleep at night knowing you are on the right track
Why choose a Bridges planner?
Bridges financial planners are backed by experienced people committed to helping our clients achieve their investment goals.
Bridges differs from many other financial services companies in several ways:
- We’re here for the long term
- Our relationship with you doesn’t end when we set up your initial portfolio. As investment markets move, legislation changes or your personal circumstances alter we will advise you of new opportunities and review and adjust your financial plan accordingly.
- Focused team of investment experts
- Unlike many financial planning groups who outsource their research capabilities, Bridges has an experienced full-time team dedicated to providing research on your investments. The Bridges research and technical team analyse a range of investments (such as direct shares, specialist managed funds, small caps and fixed interest securities) and actively look for emerging opportunities. All investments must pass through a rigorous research process in order to satisfy our own criteria for risk and performance. Clients benefit from sound investment recommendations and up-to-date information on Government legislation and benefits payments.
- In-house stockbroking
- Bridges is one of the few Australian financial planning firms that offer in-house stockbroking services, ensuring timely and secure share transactions for clients.
- Supervision and support
- In providing advice to clients, Bridges financial planners must follow rigorous procedures to meet Australian financial services legislation standards. Our compliance regime ensures that all Statements of Advice prepared by a Bridges financial planner are of the highest standard.
