Investment Strategies
We advise clients on the most appropriate investment strategies for their circumstances and provide whatever level of advice is required. Each client has different requirements for investment advice.
Our objective in the area of Wealth Creation, is to improve the after tax wealth position of our clients. This is achieved through researching and developing strategies which may be associated with the following:
• Taxation Strategies - the philosophical objective of distributing income to the lowest taxed entity, both initially and into the future.
• Capital Gains Tax Strategies - to minimise the tax paid on the sale of assets.
• Minimising Interest Costs - through specialised facilities, interest costs on borrowing can be minimised and in some cases, changed from non-deductible to deductible.
• Superannuation Strategies - Making the most of a Government approved tax reduction mechanism.
• Private Investment Opportunities - Seeking non-institutional investment opportunities for clients who qualify as sophisticated investors.
These strategies have one purpose - to make money for our clients in the most timely and tax-effective manner. Bridgewater AFS specialises in wealth creation for long term investors.
We advise clients on the most appropriate investment strategies for their circumstances and provide whatever level of advice is required. Each client has different requirements for investment advice.
Our objective in the area of Wealth Creation, is to improve the after tax wealth position of our clients. This is achieved through researching and developing strategies which may be associated with the following:
• Taxation Strategies - the philosophical objective of distributing income to the lowest taxed entity, both initially and into the future.
• Capital Gains Tax Strategies - to minimise the tax paid on the sale of assets.
• Minimising Interest Costs - through specialised facilities, interest costs on borrowing can be minimised and in some cases, changed from non-deductible to deductible.
• Superannuation Strategies - Making the most of a Government approved tax reduction mechanism.
• Private Investment Opportunities - Seeking non-institutional investment opportunities for clients who qualify as sophisticated investors.
These strategies have one purpose - to make money for our clients in the most timely and tax-effective manner. Bridgewater AFS specialises in wealth creation for long term investors.
