Share Transactions and Advice
At Bridgewater AFS we see shares as an essential part of a well balanced portfolio. Direct shares are in some cases preferable to holding shares through a managed fund depending on individual requirements
At Bridgewater AFS, we can assist you in building a portfolio of shares that are consistent with your financial planning goals and risk profile.
We provide a range of services, which include partner stock brokers, to provide you all of the information you need to l help create and manage your personal share portfolio to complement your overall financial planning strategy.
In this current climate, where share markets are particularly volatile, it is important to get the right advice. We offer different levels of service to suit most clients. We always feel that our clients should be able to talk to us at the level that is most comfortable for the client. Some clients want simple straightforward answers to their questions, others prefer research reports or a discussion based on charts.
When possible, we propose to continue to review holdings of particular stocks and contact clients about actions in those stocks. Where we are recommending a "buy" or investment opportunity, we will endeavor to notify all clients. When we believe that a stock or other investment should be sold, we attempt to contact clients who hold that investment.
At Bridgewater AFS we see shares as an essential part of a well balanced portfolio. Direct shares are in some cases preferable to holding shares through a managed fund depending on individual requirements
At Bridgewater AFS, we can assist you in building a portfolio of shares that are consistent with your financial planning goals and risk profile.
We provide a range of services, which include partner stock brokers, to provide you all of the information you need to l help create and manage your personal share portfolio to complement your overall financial planning strategy.
In this current climate, where share markets are particularly volatile, it is important to get the right advice. We offer different levels of service to suit most clients. We always feel that our clients should be able to talk to us at the level that is most comfortable for the client. Some clients want simple straightforward answers to their questions, others prefer research reports or a discussion based on charts.
When possible, we propose to continue to review holdings of particular stocks and contact clients about actions in those stocks. Where we are recommending a "buy" or investment opportunity, we will endeavor to notify all clients. When we believe that a stock or other investment should be sold, we attempt to contact clients who hold that investment.
