Bridge Private Wealth

Bridge Private Wealth is a non-aligned, fee-for-advice, privately-owned financial planning firm which was established in 2008 operating under our own Australian Financial Services License (AFSL). Within Bridge Private Wealth we value honesty, integrity and certainty. The advice and guidance we deliver to our clients is based on these values. Private ownership under within own AFSL, provides the freedom to offer the best advice and strategy to meet your needs - free of quota expectations, un-tied to one company’s offerings. This allows us to work to the highest ethics when we are providing solutions for you to consider, bringing you peace of mind. The owners and staff of Bridge Private Wealth are committed to always improving and increasing our professional standards ensuring clients continually have confidence in our abilities. At Bridge Private Wealth, our clients are individuals, each with unique lifestyle plans and aspirations. We consider ourselves privileged to be able to share this important personal financial journey with you. At the foundation of this journey sits the relationship between you, as our client, and us, your financial advisors. Imperative to the success of that relationship is communication, transparency and pro-activity – three of our highest values that we uphold across all aspects within our advice. Once we have invested time in understanding you, we provide tailored advice that explains and educates within an appropriate advice framework. Our aim is to empower you by enhancing your financial situation, guided by our knowledge and expertise. Bridge Private Wealth is the trading name for Bridge Private Wealth Pty Ltd. Bridge Private Wealth is the Corporate Authorised Representative of Bridge Private Wealth AFSL Pty Ltd (AFSL 513013)