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In order for your Bridges financial planner to be able to provide advice relevant to your situation, they will need to obtain the following information on you:
What is it that you want to achieve from your investments? Do you have a short or long term focus?
Some common goals include:
The next step will be to review your goals and compare them to your current situation. They will highlight the areas critical to achieving your goals and the financial barriers that need to be overcome.
Your Bridges financial planner will then identify and explain various strategies which will assist you to achieve your goal. They could include actions within the following areas:
Your Bridges financial planner will then assist you to implement your agreed strategy. This could involve:
Bridges is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, stockbroking services and much more. With over 65 offices and more than 180 planners, Bridges is one of Australia’s largest financial planning and stockbroking groups, providing financial planning services to credit union and building society members since 1985.
Most people are aware that they need professional financial advice but are unsure of where to start.
The quest isn’t simply to find a planner but more importantly, to find a planner you feel you can trust. A Bridges financial planner will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.
As you progress through life, your circumstances and goals change. It is important that you regularly review your plan with your financial planner to ensure that it continues to be relevant.