Bridges Financial Services Sunshine Coast
Insurance, Business Insurance, Business Succession
Key Person Risk: Usually a director who's sudden departure would have large negative effects on the business.
Business Succession or Buy/Sell Agreements: Protects the interests of both the family and other business partners from the death of a partner.
Business Expenses: Some expenses don't stop even if you are unable to work.
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Portfolio Management and Review: Review your asset allocation; analyse your risk profile; Consider macro-economic conditions; Monitor curent portfolio progess towards
Superannuation Strategies: Create certainty regarding your retirement goals; Commence Account Based Pensions and Transition to Retirement Pensions; Maximise Super contributions
Aged Care Advice: Assist with facility research and placement; Minimise care fees; Optimise Centrelink entitlements; Compare 'keep vs sell' family
StockBroking Services include: Sale and purchase of shares, Full service stock brokers (research and advice), Transfer (off market), Registry corrections,
Income protection Life insurance TPD and critical illness Business insurance including key person and buy/sell insurance
Retirement planning Portfolio management and review Superannuation strategies Self managed super funds — strategy and investments Full-service stockbroking Salary packaging
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