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YOUR TRUSTED
FINANCIAL
PARTNER

Planning and executing
your best wealth strategy 

$1B

assets under advice

$250M

assets under management

99%

client retention

Joel Xuereb

WHY BRIDGE

Our partnership goes beyond wealth management. You’ll receive our ongoing support to execute your entire strategy. A clear financial roadmap bounded by good margins of safety, will give you confidence.

With Bridge working for you in the background, your strategy will remain relevant and advantageous. Your roadmap will constantly be adapted as life and market events unfold.


You’ll be first to know and fast to move when new opportunities arise – and prepared for every contingency.

Jessica Waller

OUR CLIENTS

What are you dealing with?

Our clients are individuals and family groups with complex needs – we are a trusted financial partner at their side delivering expert wealth advice.

If you are a time poor business leader, we will develop and execute the right wealth strategy to advance your life goals.

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If you are dealing with divorce or bereavement, we will support you in managing your wealth to rebuild your life.

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Providing you with guidance and certainty in a complex financial world, so you can make the right decisions for your life savings.

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If you are retired, we will provide qualified sources of investment and extensive planning experience to give you confidence and guidance.

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OUR APPROACH

Is all about you. We look beyond the traditional ‘risk profile’ and focus on what matters most to you and the people you love. We take into account your entire portfolio of financial and non-financial assets – your timelines, your ambitions and priorities.

Our conversation will go wherever you need it to. We can explain tactics in layman’s terms or dive into the nuances of asset allocation.

 

The important thing is you’ll be:

clear on what your strategy is

certain it will deliver what you want

confident that Bridge has your back

Hugging by the Beach
Neelan Sornalingam

Neelan Sornalingam

Director

"Our client objectives are what drive the firm's culture. Therefore, everything we do is directed with expertise and care to meet these outcomes."

THE RIGHT TEAM

Your expert wealth team is led by a dynamic group of experienced Directors.

WHAT OUR CLIENTS SAY

"Joel is an exceptionally good listener and he genuinely takes the time to really understand my needs which often change with time and he adjusts my financial plan accordingly."

Natalie