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

Firstly, 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.