Bridges (and its related entities) operates financial planning and stockbroking businesses and a master trust, and provides investment research and asset management services for members of its credit union partners and other clients.

There are more than 150 Bridges financial planners located in over 50 offices around Australia. Bridges financial planners have approximately $6.2 billion in funds under advice and advise their clients on a range of investments including ownership of direct equities and managed funds.

Referral partners
Bridges has a long association with the credit union industry and other non-bank financial institutions. Currently, more than 100 organisations around Australia refer their members to Bridges for financial planning advice.

Bridges dealer services
In addition to providing dealer services – such as research, technical and compliance support – for its own financial planners, Bridges also provides these services to external planners wanting to access its quality niche product offerings.

The Portfolio Service
The Portfolio Service is an investment portfolio research and management service that helps you invest in a well-planned and tax-effective way.

You create an investment portfolio by choosing from a wide range of well-researched investments and combining them into a single portfolio so you and your financial planner have a ‘snapshot’ of your position at any point in time.

You can also transfer any shares you hold into The Portfolio Service. You’ll receive just one consolidated set of reports on your portfolio, making tax planning easier and reducing paperwork.

Want to find out more about Bridges? Click here to visit the Bridges website: www.bridgesweb.com.au