Ongoing Review and Management


To support the ongoing review and management of your financial strategies and investment portfolio, we offer the Bridgewater Portfolio Management Service.

The basis of all Bridgewater AFS service is an ongoing review of a client's entire financial structure and personal requirements. Due to the frequency of change in the impacting areas of the economy, government and taxation, there is a critical need for regular reviews to ensure client structures are realising maximum benefits.

With the aid of our exclusive in-house computer software programs, we are able to continually review our client’s investments. Our uniquely designed web site provides convenience for clients to track their financial progress from their own computer.

With this system, Bridgewater instigate regular client reviews to remain up to date with their personal situation and to provide ongoing pro-active advice.


Staying on course

Each time we meet, we will discuss any action required to fine-tune your strategy to keep you on course to your chosen destination. For example we will check whether you are still on track for retirement, taking into consideration all of the financial issues concerning the world financial markets.


Simple Progress Reports

Every quarter you will be given a statement of your net worth (Assets less Liabilities). This is designed to show your progress toward achieving your financial goals.