Who are
we?
Our Company
Independent Advice
Bridgewater AFS was developed to provide clients with access to a large range of products and services, independent, strategic advice and the close personal attention that can only be provided by a non aligned, clients focused business. The founder's vision was to provide a business environment that met the total investment and financial planning needs of our clients. This philosophy has assisted Bridgewater AFS to become a leading and most progressive financial planning firm servicing client’s all over Australia.
One-Stop-Shop
You will not just find Financial Planning and Investment advice at Bridgewater AFS as through our strategic partners you have access to professional Taxation, Legal, Finance, Wills and Insurance Services. This One-Stop-Shop approach means that we will carefully integrate these services to enhance your position.
Research Based
With over 30 years of experience Bridgewater AFS has specialised in identifying financial solutions and strategies for private investment clients. While offering a “Boutique” Service Bridgewater AFS has access to a wide range of in-depth, local and global research to keep clients fully informed of current and expected upcoming market conditions.
Educational Style
Our firm excels due to the educational style of our financial planning process, and high levels of professional customer service which begins with our investment workshops and continues through to detailed recommendations and ongoing review of our client's financial planning and investment strategies. Our advisors are experienced and highly qualified to coach on financial planning strategies and taxation matters, with wide experience in Investment, Banking, Life Insurance and Accounting groups.
Our Company
Independent Advice
Bridgewater AFS was developed to provide clients with access to a large range of products and services, independent, strategic advice and the close personal attention that can only be provided by a non aligned, clients focused business. The founder's vision was to provide a business environment that met the total investment and financial planning needs of our clients. This philosophy has assisted Bridgewater AFS to become a leading and most progressive financial planning firm servicing client’s all over Australia.
One-Stop-Shop
You will not just find Financial Planning and Investment advice at Bridgewater AFS as through our strategic partners you have access to professional Taxation, Legal, Finance, Wills and Insurance Services. This One-Stop-Shop approach means that we will carefully integrate these services to enhance your position.
Research Based
With over 30 years of experience Bridgewater AFS has specialised in identifying financial solutions and strategies for private investment clients. While offering a “Boutique” Service Bridgewater AFS has access to a wide range of in-depth, local and global research to keep clients fully informed of current and expected upcoming market conditions.
Educational Style
Our firm excels due to the educational style of our financial planning process, and high levels of professional customer service which begins with our investment workshops and continues through to detailed recommendations and ongoing review of our client's financial planning and investment strategies. Our advisors are experienced and highly qualified to coach on financial planning strategies and taxation matters, with wide experience in Investment, Banking, Life Insurance and Accounting groups.
