OUR SERVICE TEAM
Through the utilisation of our in house expertise and a combination of external professionals we deliver the solutions our clients need in a timely and efficient manner.
Our totally integrated and streamlined approach draws from best practice in a variety of financial fields, using a team of internal and external specialists to fulfil the needs of clients as completely and effectively as possible.
Through the utilisation of our in house expertise and a combination of external professionals we deliver the solutions our clients need in a timely and efficient manner.
Our totally integrated and streamlined approach draws from best practice in a variety of financial fields, using a team of internal and external specialists to fulfil the needs of clients as completely and effectively as possible.
INTERNAL SERVICES
EXTERNAL SERVICES
Strategic financial advice
Book keeping
Project management
Accounting & tax advice
Cashflow & debt management
Business advice
Tax structures & planning
Property insurance
Investment management
Finance broking
Share broking
Estate and wills
Estate planning
Asset protection
Risk management
Property conveyance
JOHN ROBERTSON
Managing Director and Principle Advisor
Managing Director and Principle Advisor
Your Chief Financial Advisors
John Robertson is the Managing Director and Chief Financial Advisor of Bridgewater. His mission is to help clients use their wealth to achieve their most important life goals. These include establishing legacies for their families, contributing to their communities and pursuing their passions. John specialises in project managing the affairs of heath care professionals and business owners in his role as their Chief Financial Advisor.
John has achieved the highest level of accreditation available as a Certified Financial Planner, a status that requires comprehensive knowledge and continuing education. He has a degree in Accounting and has been helping clients make sound financial decisions advising for more than 27 years.
John Robertson is the Managing Director and Chief Financial Advisor of Bridgewater. His mission is to help clients use their wealth to achieve their most important life goals. These include establishing legacies for their families, contributing to their communities and pursuing their passions. John specialises in project managing the affairs of heath care professionals and business owners in his role as their Chief Financial Advisor.
John has achieved the highest level of accreditation available as a Certified Financial Planner, a status that requires comprehensive knowledge and continuing education. He has a degree in Accounting and has been helping clients make sound financial decisions advising for more than 27 years.
ALVIN WONG
Financial Advisor
Financial Advisor
Alvin Wong acts as Chief Financial Advisor to preferred clients, developing and implementing sound financial plans to achieve their financial and lifestyle aspirations.
His unique experience working with business professionals allows him to understand their core values and financial concerns.
Alvin holds dual degrees in Commerce and Engineering from the University of Queensland and an Advanced Diploma of Financial Services.
His unique experience working with business professionals allows him to understand their core values and financial concerns.
Alvin holds dual degrees in Commerce and Engineering from the University of Queensland and an Advanced Diploma of Financial Services.
Subscribe
to our FREE newsletter and get all our latest news delivered directly to your mailbox.
Your personal information will never be sold or abused.