Leave the work with us. You can spend more time servicing your clients.
Reducing the workload means less need for extra staff and overheads at your end.
Saving money and time means a stronger growth and profit for your business.
We are here to share the workload. Thus, keeping the workload lighter and the workflow smoother at your end.
We understand that you have a tight schedule. We always set out to complete and return the work to you in the shortest time possible.
Did you know you only need to pay us when you use our service? No commitment.
The journey began when Monica Nguyen decided to pursue her passion in the financial service industry in 1997. Since then, she has successfully and wholeheartedly held various positions ranging from administrator, paraplanner, client services officer, compliance manager, Financial Planner and finally a financial planning company director.
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Her 15 year journey with TIPS Financial Services (TIPSFS) started out as a Paraplanner & Client Service Officer in 2007 and then quickly moved on as an Associate in 2009. Not long later, she officially became a Financial Planner in 2012. Five years later in 2017, she became a director of the company. Throughout those years with TIPSFS, Monica has learnt, developed and improved technical & problem-solving skills, particularly in formulating and analysing strategies.
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Some of the most valuable experience and knowledge Monica has gained is dealing with GESB Goldstate, Weststate and Pension Scheme. With this, she has successfully assisted many clients to achieve their financial goals in the most tax effective strategy.
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In addition to the above, she has gained proficiency in the preparation of Statement of Advice documents for different areas of advice including salary packaging, wealth creation, superannuation, retirement planning, risk management and Centrelink social security.
With years of tirelessly and passionately working in the industry and dealing with the day-to-day issues and frustrations with the current FoFA, Monica deeply understands the hurdles that many financial planners and practices must clear to keep their head above the water. Hence, she decides to apply her experiences, skills and knowledge to lend a hand
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With this thought in her mind, she establishes Bridging Solutions, a WA based paraplanning outsourcing business which provides solutions and back-end support to Financial Planners and practices.
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Her philosophy is simply condensed into three words:
Passion. Progress. Growth.
what she really endeavour to do is working with a passion to help your business - and hers - progress and hence grow.
Partnered with Sentry/WT Financial Group and Sychron to become their integrated paraplanning group
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Bridging Solutions added more staffing assets to the business by employing experienced managers, data entry and client liaison officers
We continue our exponential growth rate with new partnerships and advisers requesting our services. We continue to gain new staffing assets to fuel our growth plan.
Director
With over 20 years working in the financial planning industries, Monica has condensed her vision in three words: "Passion, progress and growth".
Assistant Paraplanner
Humble, Reliable and dedicated, Chenoa strives to bring you the best service with the best results.
Assistant Paraplanner
Dedicated to providing reliable and friendly service. Ann believes that communication – the human connection – is the key to personal and career success.
Assistant Paraplanner
Profile coming soon....
Data Entry Team
Working Hard behind the scene to support our paraplanners.
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Monday - Friday 8:30AM to 4:30PM(GMT+8)
Level 1 Suite 18/222 Walter Rd West Morley, 6062