Bridge Private Wealth is a non-aligned, fee-for-advice, privately-owned financial planning firm which was established in 2008 operating under our own Australian Financial Services License (AFSL). Within Bridge Private Wealth we value honesty, integrity and certainty. The advice and guidance we deliver to our clients is based on these values. Private ownership under within own AFSL, provides the freedom to offer the best advice and strategy to meet your needs - free of quota expectations, un-tied to one company's offerings. This allows us to work to the highest ethics when we are providing solutions for you to consider, bringing you peace of mind. The owners and staff of Bridge Private Wealth are committed to always improving and increasing our professional standards ensuring clients continually have confidence in our abilities.At Bridge Private Wealth, our clients are individuals, each with unique lifestyle plans and aspirations. We consider ourselves privileged to be able to share this important personal financial journey with you. At the foundation of this journey sits the relationship between you, as our client, and us, your financial advisors. Imperative to the success of that relationship is communication, transparency and pro-activity – three of our highest values that we uphold across all aspects within our advice. Once we have invested time in understanding you, we provide tailored advice that explains and educates within an appropriate advice framework. Our aim is to empower you by enhancing your financial situation, guided by our knowledge and expertise.Bridge Private Wealth is the trading name for Bridge Private Wealth Pty Ltd and Centurion Private Wealth Pty Ltd. They are both Corporate Authorised Representatives of Bridge Private Wealth AFSL Pty Ltd (AFSL 513013)

Website: bridgeprivatewealth.com

Employees: 5 - 9

HQ: N/A

Location: North Sydney, NSW, AU

Revenue: Not Available

Bridge Private Wealth is a privately-owned financial planning firm based in North Sydney, Australia. With a team of experienced financial advisors, the company provides fee-for-advice services to individuals, tailoring their guidance to each client's unique lifestyle plans and aspirations. Bridge Private Wealth values honesty, integrity, and certainty, and their advice is based on these principles. As a non-aligned firm operating under their own Australian Financial Services License (AFSL), Bridge Private Wealth has the freedom to offer the best advice and strategy to meet their clients' needs. They are committed to improving and increasing their professional standards, ensuring clients have confidence in their abilities. The company's aim is to empower their clients by enhancing their financial situation through knowledgeable and expert guidance. Bridge Private Wealth's Managing Director, Joel Xuereb, leads a team of experienced financial advisors who are dedicated to providing personalized advice and exceptional service. The company's values of communication, transparency, and pro-activity are upheld across all aspects of their advice, ensuring that their clients are well-informed and supported throughout their financial journey. With a strong focus on building long-lasting relationships, Bridge Private Wealth is committed to helping their clients achieve their financial goals.