Bridgeport is a leader in the financial services industry. Established in 1999 from the merger of several successful advisory groups, we have grown in recent years to be a national firm with offices in every major capital city and more than $1.1B in funds under management.
Our clients are assisted by a network of employed advisers who help individuals like yourself with a comprehensive range of services - from complex superannuation and retirement planning, to planning, managing, and protecting your wealth using proven strategies that brings results.
Our Friendly and Professional Advisers
- We take the time to listen to you, and focus on your needs, goals and aspirations,
- Use well-researched reliable financial strategies that address your needs,
- We employ salaried, experienced professionals to ensure you receive the most appropriate advice with regular reviews to keep you up to date.
Our Advice
- We help you with access to the best products, investments, and managers at a cost designed to offer the best value for money.
- Is designed to be flexible and be used at any stage of the investment cycle without you having to understand complex issues or schemes.
- Can change, adapt and grow as your circumstances change, allowing us to tailor your portfolio to your needs at any time in your life.
Our Service
- Is fast, friendly and aimed at getting all the paperwork done smoothly.
- Gives you quick and easy access to client service staff that supports our advisers and provides immediate help when you have any questions.
- Bridgeport employs specialists that can give you the answers to any tax, pension, legal, or financial questions you might have.
- Provides regular client education seminars that keep you up to date with changes in markets, legislation, products and investments.
Our Reliability
- Client satisfaction is our no. 1 priority. In choosing us you need never worry about the waste of time and money involved in changing advisers, as Bridgeport can provide all the services you will need well into the future.
- We have over 10,000 clients for whom we provide advice, and who currently enjoy the benefits of the Bridgeport service.
- All our advice is internally reviewed to ensure it complies will all the complex regulations, while still being practical, so you can confidently rely on our judgement and expertise, avoiding any unpleasant surprises.
Value for Money
- Our solutions are designed to be affordable and provide value for money and we are committed to providing the best client education, support services, equipment, and staff to ensure you receive the best possible result with your important financial decisions.
- With us you are less likely to have ‘unforeseeable’ consequences such as
- Annoying delays
- Unexpected costs.
- Unknown or inexperienced fund managers, or those with poor investment records
- Products that don’t do what they are advertised, or
- Investments that are not ‘true to label’
So what distinguishes Bridgeport Financial Services?
Three things –
- expert advice,
- friendly and professional service,
- a company you can trust.
As Bridgeport is not tied to any financial institution the advice we give is not influenced by any other consideration than your needs. The trust that others have placed is Bridgeport is seen by the amount of funds we have under management, the length of time we have been helping people, the number of clients we assist, and our Australia-wide presence. Thank you for enquiring about Bridgeport Financial Services, we look forward to helping you. |
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