Our Approach at BRI Wealth Management
What to Expect as a Client
All BRI Wealth Management clients receive an annual review with their dedicated advisor to review their plans and portfolios and ensure they continue to meet their needs. If personal circumstances have changed, or legislative changes have occurred, the advisor may recommend changes to your financial plan.
In the meantime, if you would like to discuss anything specific with your adviser or if there have been changes to your circumstances, you can speak to your adviser at any point.
You will have a dedicated member of our support team responding to enquiries.
You will receive market commentaries and invites to our seminars throughout the year.
Our Investment approach
Our investment approach is based on five core principles. We believe that the combination of these principles leads to the highest chance for investors to meet their long-term objectives.
Investment approach
Market Inefficiency
Diversification
Active
Investing
Risk
Awareness
Our Fees
We continually review our fees to make sure that they remain competitive. The industry annual average for all adviser, provider and investment management charges is around 2% pa and we always aim to keep the total costs for a client below this figure.
For BRI’s Wealth Management services, some ancillary charges apply. Please click here to learn more.
