Strategic Planning Roadmap


We develop strategies and a comprehensive plan to achieve your financial and lifestyle objectives.

We will help you to arrange your finances in the most prudent way in order to assist with increasing your free cash flow so that your are able to save on a regular basis and then turn those savings into a sound investment strategy.

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:

• 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.


• 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 specialises in wealth creation for long term investors.