Operating under a variety of brands including Bridges Financial Services, Australian Executor Trustees (AET), Spectrum Super and United Funds Management, the company offers the following services:

Financial Planning – Represented chiefly by Bridges Financial Services, it provides advice on investment strategies, retirement planning and tax strategies to retail clients.

Private Client – AET prepares Wills, provides administration and manages the investments of deceased estates.

Corporate Trust – As trustee, AET holds legal title to assets in order to administer them for a beneficiary, company or investment house.

Superannuation – provision and administration of corporate super, self managed super funds and small APRA funds to retail clients. This division is represented by Spectrum Super and AET.

Investment Management –  United Funds Management provides investment management for wholesale and retail investors.

The businesses are supported by our solid capabilities in investment and technical research, business management and development, relationship management, marketing, product development, training and business compliance.