Sovereign Bridge Capital Group has the knowledge, experience and resources to provide you with the recommendations to optimise your current financial situation and direct your resources efficiently in order to achieve long-term lifestyle objectives.

Sovereign Bridge Capital Group offers a comprehensive range of services, including:

• Financial health checks to review a client's existing situation and identify risks and opportunities for optimisation.
• Wealth Generation to provide passive income that can facilitate lifestyle benefits and work/life balance through career changes and partial or full retirement.
• Restructuring and strategy development to achieve income splitting in an entirely legal way.
• Financial Structure Advice regarding appropriate use of company, trust and super structures to achieve benefits such as tax efficiency, asset protection and inter-generational transfer.
• Estate planning strategy and implementation to ensure that assets pass to the right people at the right time and in the most tax effective way.
• Personal and investment cash flow management , which enables the blend of strategies such as negative gearing, salary sacrifice, debt repayment and tax planning to be utilised to a high degree with lower risk.
• Establishment and management of appropriate Superannuation vehicles to provide greater after tax investment returns prior to retirement, and tax effective income in retirement.
• Strategic advice relating to redundancy and rollovers of Employee Eligible Termination Payment's (ETP's) etc.
• Review of requirements for personal insurance to minimise financial risk whilst building assets to allow self insurance ASAP.
• Advice regarding structure of all types of lending.
• Implementation and management of ‘Philanthropic Portfolios' which allow a client's assets, such as an investment property or investment portfolio, to be used as security for a conservative geared investment program. The income from the investments can be donated to a registered charity of the client's choice.
• Asset protection strategies for those in high risk occupations.
• Solving Capital Gains Tax issues through alternative strategies, non-crystallisation of gains, or minimising the tax on gains already triggered.
• Investment recommendations suitable to specific client needs.
• Mailing house and administration services.
• Wealth Coaching for clients who are generally ‘do it yourself' investors with significant experience, interest and skill, but like to utilise our objectivity to add significant value to their investments.