About Us – Bridgetrustfinance

About US

We’re an Asset Management firm that guides investors through an ever-changing market environment. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

Quality

At Bridge trust finance we strive to provide personalized client service and are uncompromising in our efforts to deliver superior results to clients.

Consistency

We implement a uniform investment process to minimize volatility and improve consistency of returns. We seek repeatable and predictable results to most effectively grow wealth.

Expertise

Bridge trust finance has assembled an investment team with diverse, specialized knowledge. We are adept at navigating challenging market environments and developing customized solutions.

Proven Success

Our Philosophy

Bridge Trust Finance was projected to make 78% more than the average investor. We believe the foundation of our practice begins with the highest ethical standards.

Our commitment to these principal guides everything we do and engenders relationships with our clients that go beyond surface-level investment management.

Through our team’s expertise in specialization of client relations, portfolio management and asset allocation, we fulfill the needs of a personalized investment approach. According to the proprietary data from 2019-2021, 98.96% of our clients remain with their advisor, allowing for a continuity of service that supports the “big picture” strategy.

By only working in our client’s best interest, we never give advice that we would not take ourselves. We accomplish our goals by giving our clients a trustable plan of action that supports each client’s priorities on a day-to-day basis.

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Bridge Trust Finance

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Why Bridge Trust Finance ?

We exist to help people achieve their most cherished financial goals and confidently embrace their wealth, knowing it is secure for them and their family.

That’s our mission. Although it may seem simple, it’s not necessarily easy. After all, people lead complicated lives these days, and we’re living in a time of great financial volatility and complexity.

We seek to fulfill our mission by first examining every facet of your life that may affect your wealth: family, business, lifestyle, retirement, health, philanthropy, dreams, and fears. We develop an understanding of how you live and aspire to live in the years ahead. We learn what matters most to you and your family. We also learn how you feel emotionally about your wealth.

Then, and only then, are we able to craft a financial plan tailored to pursue your unique objectives. This plan meshes fully with your life, helping give you more restful nights knowing you have an approach in place designed to make market fluctuations irrelevant to your financial security.

We are passionate about helping empower people to confidently enjoy their wealth, knowing it’s protected from the financial uncertainties of life.

To accomplish this, we immerse ourselves in the lives of our clients and strive to know them far better than other firms. As a result, our approach to managing wealth helps lead to decisions that address every aspect of a client’s life.

We pride ourselves on meticulous service, obsessive attention to detail, and the deeply felt manner in which we care for our clients.

Address

mCubed, Suite 106, The Zone, 23 Edwin Street, Mount Eden, Auckland 1024, New Zealand

hours

M-F: 8am - 5pm
Sat 10am - 2pm
Sun: Closed

Certifications

Bridge Trust Finance - Financial Dealers License

BT Market Service License

Bridge Trust Certificate of Principals License

Bridge Trust Halal Certificate

BT Certificate of Insurance

BridgeTrustFinance.