Bridges Financial Services

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.

For the last 15 years or so, Brendan and his Sunshine Coast team have been providing advice and direction to myself with regard to financial management, portfolio management, superannuation, insurance, wills and estate management. Forget about those planners that just want to sell you the best most expensive package, Brendan consistently reviews and advises whether or not what I have currently may not be needed in the near future, or when job circumstances change, a review to reduce premiums, or remove products, in accordance with those changes. He continues to be professional and upfront with me, and has provided sound advise in the most difficult of times. I would not hesitate to recommend the 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. Working with Bridges Sunshine Coast has provided me with a secure, comfortable financial plan for my future and to top that, their office is in my favourite place on the coast - Cotton Tree! Love it!! Brendan and his team made me feel very welcome and put me at ease in my anxiety and both Jamie and Jack make the best coffee!!

For 13 years Brendan and his team have been providing me with financial advice from portfolio management, superannuation, insurance, wills and general financial mentoring. When it comes to my portfolio management, it is the trust that I hold in Brendan that is the most important. I can trust him and his team to always do the right thing by me and look after my financial interests with a sense of urgency, honesty and competency. I classify Brendan as a friend who I can call and use as a sounding board for my financial decisions, there is never a focus on costs but always the focus what is best for me and my family. I lived in Brisbane and now Canberra and the distance has never been an issue to get good sound financial advice and would not hesitate to recommend the Bridges team on the Sunshine Coast.

Having only just joined the team at Bridges Finance and, after the initial consultation, we are already feeling very supported. Our hopes to achieve our future financial and life goals are well on the way.Bob and Marilyn

We started using Brendan for financial advice when we moved to Queensland over ten years ago. He has become a trusted friend. He is committed to providing his clients with individually tailored and thoroughly researched valid advice. He has seen us through pension applications, a major overhaul of our investments and superannuation policies, estate planning and more recently the sale of our house and moving into a retirement village. Always approachable, accessible, thorough and caring we are fortunate to have Brendan as our financial adviser.David and Anne

The team at Bridges Sunshine Coast are a fantastic, friendly and honest bunch! I'm a young IT graduate working interstate and have found their advice to be highly valuable and unbiased. I have dealt with financial planners recommended by my bank and was very disappointed with their money hungry approach to advice. The team highlighted the importance of insurance and have helped me clearly define my financial objectives and constantly recommend strategies to help me achieve them. The fact I can leave the management of my investments in Bridges' capable hands knowing that they have my best interests at heart means I am now able to focus on my life and career without the worry of actively managing the investments myself. I couldn't recommend these guys enough!!!

I have worked with the Bridges Sunshine Coast team for ~5 years and would not hesitate to recommend their services. Efficient, detailed, experienced and well resourced with a philosophy which genuinely focusses on delivering results for clients.

Excellent relaxed manner, very knowledgeable, gave us peace of mind