- How we can help
- Personal insurance
- Estate planning
- Aged care
Bridges Sunshine Coast
Our mission is to help families achieve their goals by providing peace of mind knowing they have a trusted team supporting them along life’s journey.
Our strengths are providing exceptional service and quality advice that is truly holistic across all stages of our client’s lives.
Our vision is to be the trusted adviser and first point of contact for all your financial and personal planning needs.
Our promise is to put you, our client first.
Advice becomes a personal experience when everything we do is centred around you.
Helping families achieve greater financial potential NOW and intro retirement.
- Financial planning
- Superannuation strategies
- Retirement planning
- Investment strategies
- Personal insurance
57 The Esplanade
Suite 7, Level 6
MAROOCHYDORE, QLD 4558
07 5370 2058
Latest news from Bridges Sunshine Coast
12.06.2020With 30 June fast approaching, now’s the time to put in place the strategies that could save you paying more tax than you need to.
05.06.2020The Smith Family has decades of on-the-ground experience working with children and families in need. This means they are well positioned to support the education of Australian children living in
05.06.2020The Research Team provides a performance summary and commentary on each of the five main asset classes.
Financial advice makes a difference
In today's world of changing legislation and volatile financial markets, most people find it difficult to know how, when and where to invest their hard earned money.
That's where a financial planner can help. A financial planner will help you look at your whole situation to ensure that the financial decisions you make set you on the right path to achieving your goals, both in the short and long term.Take the next step
CONTACT US FOR MORE
What our clients say
"For the last 15 years or so, Brendan and his Sunshine Coast team have been providing advice and direction to myself with regards to financial management, portfolio management, superannuation, insurance, wills and estate management. Brendan continues to be professional and upfront with me, and has provided sound advice in the most difficult of times. I would not hesitate to recommend Brendan and the Bridges team on the Sunshine Coast. "
"My history with financial advisors has experienced a few hiccups recently but meeting with Brendan has allayed all my fears. He showed that he really cared about my financial future, he is so easy to speak with and answered all my queries succinctly and with clarity. As an initial consultation, I am more than satisfied that the fee charged was worth every cent and I am looking forward to discussing my financial plan in the near future. I know without a doubt that Brendan has my best financial interests at heart."
"I'm confident & satisfied with the service provided over a decade now. If ever I have any concerns they are addressed immediately. Brendan's genuine, understanding and professional foresight has been a real blessing at times. The price of peace of mind should be highly regarded and that's what Brendan and his staff has provided me and my growing sons ~ as we navigate through the differing financial seas & seasons of life."
"I had meetings with several different Financial Companies and never felt comfortable with the explanation or that the direction was right for us. After meeting Brendan, it was evident he was genuinely interested in understanding us and our ambitions. His advice was more towards our goals, detailed and well explained. Best of all, he is the one contacting us with newsletters, updates, phone calls etc. Makes a nice change."
John and Robyn
"The team at bridges Sunshine Coast have showed a genuine interest in helping us achieve our goals. Working with the team at Bridges helped us plan for retirement and plan for living in the now. I highly recommend Bridges Financial Services to anyone looking for better financial outcomes, we found our financial plan was excellent value for the knowledge and passion demonstrated in helping us improve our finances which has improved our quality of life."
"I have been using Brendan for financial matters for over 10 years and have always found him to provide excellent personalised advice. The fees are very reasonable and he provides information and options for making financial decisions. He was able to make suggestions for financial matters that I had not previously thought of. Overall, I have been extremely happy with the team at Bridges Financial Services."