Wealth Protection Roadmap


Wealth protection strategies guard you against losses from a wide range of threats such as:

• Loss of family income through death or disability


• Loss to unintended beneficiaries from your estate


• Adverse economic, legislative and political events


• Bankruptcy, tax liabilities


• Poor investment decisions

At Bridgewater we assist our clients to manage these risks by putting into place Wealth Protections Systems. Click on the Estate & Legal and Asset Protection tabs for more information on these services.

Also see our Wealth Management section which details the Bridgewater Portfolio Optimisation System. This system is a powerful multi-step process that produces a carefully balanced portfolio, tailored to the clients' needs and lifestyle, optimising returns at the agreed level of risk.