What
Makes Us Different?
The care we take in understanding our client’s needs and the approach we take in helping achieve their financial goals and quality of life, places us in the upper echelons of financial service organisations in Australia.
Strategic Approach
Our mission is to add value through our strategic approach and our ability to recommend the most suitable solution for each and every particular client need.
Reactive Advice vs. Advanced Strategic Solutions
Traditionally people seek advice regarding specific issues e.g. tax, debt, asset purchase, establishing a business.
As the financial environment has become more complex, the challenge is to know who has the expertise you require and to have the time to seek out several advisors to provide a balanced view of all the circumstances e.g. from an Accountant, Lawyer, Banker and Investment Advisor.
Obtaining isolated advice from several advisors, we refer to as ‘bottom up’ problem solving. You are confronted by the issue (problem or opportunity) and seek advice, on a re-active basis.
Due to our in-depth understanding of clients needs, we have developed a service based on providing ‘Advanced Financial Strategies, using a ‘Top Down’ approach that utilises an ‘holistic approach’ to address:
• Goals and objectives
• Overall circumstances
• Time frame
• The formation of a strategic plan, i.e. short and long term
• Implementation of the plan
• Regular reviews and adjustments
The Process
Step 1: Getting Started
Our philosophy is to explore your present circumstances and future objectives from which we can establish a range of strategies designed to achieve the required outcomes.
We will assist you to complete a comprehensive Fact Find and evaluation questionnaire which enables us to gain a detailed insight into your requirements.
Based on our 30 years of experience we are able to create and implement unique combinations of financial strategies to suit the needs of a wide variety of clients.
The experience we have gained from our clientele has afforded us the capacity to identify these Advanced Financial Strategies.
These strategies are delivered in our ‘Life Planning Report’ which details all of the steps required to be taken in order to reach your financial goals.
Step 2: Investment Recommendations
Once your overall strategy and investment structures are determined, investment recommendations backed by ‘Independent Research” will be provided.
See our section on Products and Services for a detailed explanation of our Bridgewater AFS Portfolio Optimisation System.
Step 3: Estate Planning & Risk Management
The third report we may recommend is on Estate Planning and Risk Management. The majority of new clients have significant risks they are simply not aware of. This report provides an in-depth analysis of your current requirements and a series of recommendations.
As part of our risk management service, we review and make recommendations concerning a client’s risk insurance (life and income protection).
Step 4: Ongoing
To support the ongoing review and management of your financial strategies and investment portfolio, we offer the Bridgewater AFS Portfolio Management Service.
The basis of all Bridgewater AFS service is an ongoing review of a client's entire financial structure and personal requirements. Due to the frequency of change in the impacting areas of the economy, government and taxation, there is a critical need for regular reviews to ensure client structures are realising maximum benefits.
With this in mind, Bridgewater AFS instigate regular client reviews to remain up to date with their personal situation and to provide ongoing pro-active advice.
Investment Portfolio Reviews
With the aid of our exclusive in-house computer software programs, we are able to continually review our client’s investments. Our uniquely designed web site provides convenience for clients to track their financial progress from their own computer.
The care we take in understanding our client’s needs and the approach we take in helping achieve their financial goals and quality of life, places us in the upper echelons of financial service organisations in Australia.
Strategic Approach
Our mission is to add value through our strategic approach and our ability to recommend the most suitable solution for each and every particular client need.
Reactive Advice vs. Advanced Strategic Solutions
Traditionally people seek advice regarding specific issues e.g. tax, debt, asset purchase, establishing a business.
As the financial environment has become more complex, the challenge is to know who has the expertise you require and to have the time to seek out several advisors to provide a balanced view of all the circumstances e.g. from an Accountant, Lawyer, Banker and Investment Advisor.
Obtaining isolated advice from several advisors, we refer to as ‘bottom up’ problem solving. You are confronted by the issue (problem or opportunity) and seek advice, on a re-active basis.
Due to our in-depth understanding of clients needs, we have developed a service based on providing ‘Advanced Financial Strategies, using a ‘Top Down’ approach that utilises an ‘holistic approach’ to address:
• Goals and objectives
• Overall circumstances
• Time frame
• The formation of a strategic plan, i.e. short and long term
• Implementation of the plan
• Regular reviews and adjustments
The Process
Step 1: Getting Started
Our philosophy is to explore your present circumstances and future objectives from which we can establish a range of strategies designed to achieve the required outcomes.
We will assist you to complete a comprehensive Fact Find and evaluation questionnaire which enables us to gain a detailed insight into your requirements.
Based on our 30 years of experience we are able to create and implement unique combinations of financial strategies to suit the needs of a wide variety of clients.
The experience we have gained from our clientele has afforded us the capacity to identify these Advanced Financial Strategies.
These strategies are delivered in our ‘Life Planning Report’ which details all of the steps required to be taken in order to reach your financial goals.
Step 2: Investment Recommendations
Once your overall strategy and investment structures are determined, investment recommendations backed by ‘Independent Research” will be provided.
See our section on Products and Services for a detailed explanation of our Bridgewater AFS Portfolio Optimisation System.
Step 3: Estate Planning & Risk Management
The third report we may recommend is on Estate Planning and Risk Management. The majority of new clients have significant risks they are simply not aware of. This report provides an in-depth analysis of your current requirements and a series of recommendations.
As part of our risk management service, we review and make recommendations concerning a client’s risk insurance (life and income protection).
Step 4: Ongoing
To support the ongoing review and management of your financial strategies and investment portfolio, we offer the Bridgewater AFS Portfolio Management Service.
The basis of all Bridgewater AFS service is an ongoing review of a client's entire financial structure and personal requirements. Due to the frequency of change in the impacting areas of the economy, government and taxation, there is a critical need for regular reviews to ensure client structures are realising maximum benefits.
With this in mind, Bridgewater AFS instigate regular client reviews to remain up to date with their personal situation and to provide ongoing pro-active advice.
Investment Portfolio Reviews
With the aid of our exclusive in-house computer software programs, we are able to continually review our client’s investments. Our uniquely designed web site provides convenience for clients to track their financial progress from their own computer.
