Bridge Private Wealth

As a business owner, is money your main motivation, or simply a byproduct of the meaningful contributions you are pushing to bring to society? High performance coach Max Stephens believes that when you bring real value to enough people, the rewards — money, status, or freedom — will follow naturally. In this discussion with Neelan Sornalingam and Kosta Zahar, he explores a key idea: intrinsic vs. extrinsic motivation. •⁠ ⁠Intrinsic motivation: Doing something just for the love of it. •⁠ ⁠Extrinsic motivation: Doing something to achieve the rewards that come with it. There are no judgement calls here. Each entrepreneur or business owner has their own drivers. You may not be trying to solve world peace, but may instead have an overwhelming desire to build wealth, as you have grander plans for that money. Or not. What is important, is for you to dig deep enough to understand what your true drivers are. Armed with this knowledge, you can make better decisions WITHIN your business. You also can make more savvy plans when it comes to how you will EXIT your business. Do you want to ensure that your legacy continues? Are you tied to the idea of your business idea doing great deeds for decades beyond your passing? Or instead, is your prime motivation to achieve the largest payout possible, upon exit? We work with business owners to plan deep into your entrepreneurial future, to ensure that all of your exit strategy possibilities have been uncovered and explored. Reach out to our team to start the conversation and define your true motivations. #entrepreneur #businessowner #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

Perhaps you’ve been planning for what comes next… retirement. But have you planned beyond retirement? Retirement brings with it the opportunity to enjoy the fruits of your many years of hard work. Ensuring that you are financially secure in that phase is on the minds of most of us as we approach our latter working years. However, it is what comes at the end of retirement that few plan for adequately. Undoubtedly, leaving our estate to the next generation brings a family-tree-full of financial planning questions. More than this though, our final years actually present more in the way of emotional and existential life conundrums. I’ve written here before about "The Top Five Regrets of the Dying" — a book by Bronnie Ware, an Australian palliative nurse. The number one regret of those leaving this life, is a wish that they had lived more authentically. In other words, "I wish I'd had the courage to live a life true to myself, not the life others expected of me." We all spend considerable energy in our lifetimes conforming to norms, due to a fear of rejection. Often that fear even extends to the relationships we have with our children and other loved ones. Imposter syndrome, in its many forms, can drive the beliefs that create this fear. We suppress our true emotions, as we often feel we are unworthy of uncovering them. As you approach retirement, and you work with us on securing your financial plan for retirement and beyond, take the time to also work through the emotional barriers you may have kept under lock and key. Why not present yourself with a retirement era free of both financial AND emotional worries? Get in touch with our team to put in place a plan for your retirement — the sooner, the better. #sydneyfinance #retirement #planning #retire #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

Ever wondered why achieving your goals doesn't always bring happiness? Kosta Zahar delves into the deeper layers of fulfilment beyond success in our latest conversation. #Fulfillment #Happiness #Goals #SuccessGoals

Rethinking 'Infrastructure' — it's more than just an asset wrapped in a contract. Explore this topic as Andrew Killesteyn of Palisade Investment Partners shares his insights on evaluating infrastructure assets and the risks of over-relying on contracted cash flows. #InfrastructureInsights #FinancialContracts #sydneyfinance #sydneyfinancialplanner #financialadviser #financialfreedom #financialindependence #mindset #lifeplanning

“Handling your finances” is only part of the role of your financial adviser. Being transparent and communicative, in an accessible way, is just as important, in ensuring that our clients are educated on what their financial plan is. It gives us great pride that clients Judy and Radek feel that Neelan and Kosta tick these boxes for them. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

Wealth creation isn’t just about saving diligently — it's about playing the game smarter. To accelerate financial growth, focus on growing your income and embracing calculated risks, like property investments or diversifying into shares. While a steady savings plan can get you there… eventually, taking bold, informed steps could get you there much faster. Want to move the needle in a decade instead of 40 years? We’re here to share insights on strategic investments and the balance between long-term security and short-term growth. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

How do you decide what multiple to invest into a business? When injecting your capital into a venture, it's important that you understand what their sustainable operating margins look like. Experienced investor and fund manager, Rajeev Gupta of ALIUM Capital describes his methodology when assessing a possible investment target. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

The reality of balancing personal ambition with life’s relentless demands hits hard. Take a moment. You’re managing a business, raising a child or three, running a household, perhaps even renovating a home — you're sprinting through life. And maybe that’s fine for now, because you’re doing it for something more than just achievement. You’re sprinting for the future, for freedom, for your family. But here’s the thing: all of that hustle can become soulless. As American automotive industry pioneer and founder of the Chrysler Corporation, Walter Chrysler once said, "I feel sorry for the person who can’t get genuinely excited about his work. Not only will he never be satisfied, but he will never achieve anything worthwhile.” It’s easy to lose sight of why you were sprinting in the first place. The joy can disappear — if it was ever there to begin with. The art of prioritisation in life isn’t just about fitting all of your tasks into the day. It’s also about ensuring that those tasks are indeed best aligned with a life you truly want to build. It’s not about chasing more. It’s about sprinting with purpose, towards a finishing line that genuinely drives you. At some point, the distractions and the genuine need to sprint will disappear. When the dust settles and the grandstands clear — or move out of home to attend university — will you be happy with the life you’ve created for yourself? Will you feel a genuine satisfaction with not only the path you’ve taken, but also the one that lies ahead for you? It’s never too late to reassess and change tack. We are here to help you uncover the possibilities in life that you potentially never had even thought existed. Get in touch to realign your goals and life trajectory. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning

Have you ever paused to question the true purpose behind your financial goals? Is it just about amassing wealth, or is there more to life than numbers? Joel Xuereb and Neelan Sornalingam of Bridge delve into how true prosperity encompasses more than just financial success. Accordingly, it’s important that quality financial advice focuses on enhancing lives through thoughtful conversations. #sydneyfinance #sydneyfinancialplanner #financialadviser #financialadvisor #financialfreedom #financialindependence #mindset #lifeplanning