Client Survey results

Title: Client Survey results

Listening, learning and lifting the bar

What you told us in the 2026 client survey

Thank you to the ~4,000 clients who completed our 2026 Client Experience Survey. Your feedback helps us better understand what matters most to you and where we can continue to improve.

With pleasingly strong results, satisfaction, trust and perceived value all significantly increased this year, reinforcing the strength of the relationships we build with our clients and their satisfaction with the advice we provide.

A snapshot of what you told us

Here are some of the key highlights from this year’s survey:

What we measured	2026 result	Trend
Overall satisfaction with our services	95% satisfaction	Increase of 8% from the 2025 survey
Net Promoter Score (NPS)	+55	The same score as the 2025 survey
Value of our advice	90% satisfaction	Increase of 4% from the 2025 survey
Client relationships	97% satisfaction	Continues to strengthen year-on-year
Advice, solutions & services we provide	91% satisfaction	Increase of 9% from the 2025 survey

One of the standout results was our Financial Planner Net Promoter Score, which rose to 78% favourable in 2026 — a score which represents a strong reflection of the trust clients place in their Financial Planner and the value of these relationships.

What’s working well

Your feedback confirmed that some of the most important parts of the client experience are also where we’re performing strongly:

Trusted relationships remain at the heart of the Bridges experience, with high scores for professionalism, integrity and understanding client needs.
Confidence in advice continues to grow, with 97% of clients saying they believe their Financial Planner has their best interests at heart.
Support to achieve goals is making a difference, with clients telling us they feel more informed, supported and confident about their financial future.

Where we can do better

You also gave us clear feedback on where we can lift the bar. While satisfaction remains high, clients told us they want to feel more connected not just to their Financial Planner, but to Bridges more broadly. That means helping you better understand who we are, how we support you and the broader team behind your advice experience.

You also told us that more proactive communication would be valuable. We’ve already started sharing more timely market and economic updates and we’ll continue looking for ways to keep you informed with relevant, useful insights.

We would love to help more people achieve their financial goals

Many clients said they would be happy to refer Bridges but often haven’t been asked or aren’t sure how. If you know someone who could benefit from quality financial advice, we’d love to help.

Let's chat

Book your complimentary initial discussion with a Bridges representative and start planning a brighter financial future.

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Footnote: 3,721 clients completed the 2026 client survey to determine our Net Promoter Score (NPS), which is a common metric used in customer experience programs. It measures how likely a customer is to recommend a service expressed as a score between 0 – 10.

Let's talk

When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.

Bridges Financial Services Pty Ltd ABN 60 003 474 977 AFSL 240837 (Bridges). Bridges is a company within Insignia Financial Group comprising Insignia Financial Ltd ABN 49 100 103 722 and its related bodies corporate. The information in this communication is of a general nature only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a Financial Planner. You should also obtain and read the relevant Product Disclosure Statement (PDS) before making any decisions about whether to acquire a financial product. Examples are illustrative only and are subject to the assumptions and qualifications disclosed.  Past performance is not a reliable indicator of future performance, and it should not be relied on for any investment decision. The information in this communication is current as at the date of issue, reflects our understanding of existing legislation, proposed legislation rulings etc as at the date of issue and may be subject to change or be superseded by future publications. In some cases, the information has been provided to us by third parties. While it is believed that the information is accurate and reliable, the accuracy of that information is not guaranteed in any way. Whilst care has been taken in preparing the content, no liability is accepted by Bridges, nor their agents or employees for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication. Bridges is part of the Insignia Financial Group, and we may recommend financial products issued by companies within the Insignia Financial Group.