OUR ADVICE PROCESS 2018-08-24T12:27:05+00:00

Our Advice Process

Our strength is working with trust, integrity and experience to build long-term relationships with clients.

Our approach and philosophy with client engagement is simple. We truly believe in offering clients the very best service for their individual needs and aspirations. We advocate a respected, open and candid approach with clients to ensure that long-term trusted relationships can be built.

Advice Process

From the beginning, we help our clients to understand the importance of aligning their finances to their current and future needs. We look at clients’ personal and family life-stage in terms of financial commitments and requirements. Our aim is to maximise the available opportunities to achieve client’s goals.

Our Advice Process is carried out in a five-stage process:

  1. Getting To Know You: gathering information about you and your personal and financial circumstances.

  2. Research and Analysis (preparing the plan): collating information from your existing investment providers; assessing your attitude to and capacity for risk; formulating your financial plan.

  3. Present the Recommended Plan: Presentation of Your Financial Plan, an individual strategy to reach your long-term financial goals.

  4. Implement the Plan: Completion of paperwork and the agreed actions from your plan.

  5. Monitor and Review: Ongoing service and review, with financial planners and administration staff available to assist with ad hoc queries when you need us.

Investment Philosophy

Our approach to investment is about managing risk and seizing opportunity.

Once we ascertain how much risk a client is willing to take we can recommend an appropriate investment portfolio in line with this. This is where a well-balanced diversified portfolio with the correct asset allocation is crucial, particularly during periods of market volatility.

As a partner for your journey, we will consistently evaluate and review your portfolio, keeping you informed and recommend any changes we think you should be making.

OUR SERVICES

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My advisor at Bridge Investments partners is knowledgeable, well informed and not afraid to tell me things I might not want to hear. We make investment calls jointly, which is important, but the decisions are still mine.

Graham Robson

…in March 2010 I signed up with Bridge Investments Partners, and they have provided me with financial advice and services to my satisfaction. I can recommend the services of Bridge as financial advisers and as a company. They are friendly and easy to get along with.

Dr. Ronald Smith

Angus Kirk has acted as a Financial Advisor to myself and my wife for nearly 10 years. When the company for whom he worked was acquired by another company, I decided to stay with Angus as I had always found him to be a man of integrity. He commenced business on his own account but has retained the “personal touch” when dealing with our investment requirements and his associates and staff are also diligent and helpful when required. I would have no hesitation in recommending Angus to any potential future clients.

David R Edwards

A true financial partner, I have absolutely no hesitation in recommending him to anyone seeking more effective wealth management. He has been of immense help to me, not only in organising my financial affairs more advantageously and obtaining better value in terms of investment costs, but in terms of his patience in explaining his recommendations. Angus Kirk is a rare find – a highly responsive financial adviser who identifies his clients’ needs intelligently and then explains his recommended strategies in a straightforward and totally transparent way.

Roddy Glen

If you are looking for a fresh perspective on your financial planning, from advisers who really are different then we would love to hear from you.

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