Portfolio administration and review

A Bridges financial planner is there to help you now and in the future.  Like any other professional in your everyday life such as a doctor or lawyer, your Bridges financial planner is there to provide you with ongoing advice and service. 

They will conduct periodic reviews of your portfolio.  If your personal circumstances change they will be there to adjust your financial strategy accordingly.  Similarly, they will recommend altering your strategy should legislation or markets change and keep you informed of emerging investment opportunities.

Bridges financial planners can do all because they are supported by a strong in-house research team of specialists who regularly monitor what is happening in local and global markets and analyse the many different investment options available in the market.  Due to their effective research processes Bridges did not recommend investments such as Westpoint, Bridgecorp, Australian Capital Reserve or Basis Capital to their clients.

Throughout your life your circumstances will change. Your Bridges financial planner will help to ensure that your strategy remains appropriate for your circumstances. Call Bridges today on 1800 645 303.