Services & solutions
A relationship-based service style
You cannot put a price on the freedom that comes with being financially secure.
We all dream of financial freedom once we retire, but in order to achieve this, you need to put a plan in place early in order to reach your chosen goals.
BDO experienced financial planners can provide you with valuable advisory services based on your financial and lifestyle needs.
By understanding your total needs and circumstances, we can help you to define your desired future lifestyle, and recommend a financial plan that will provide clear direction and help to achieve your lifestyle goals.
BDO Wealth Management is part of BDO, one of Australia’s largest associations of independently owned accounting practices employing more than 1,200 people nationally.
BDO Wealth Management is represented through offices in Brisbane, Sydney and Melbourne. The collective Funds Under Advice (FUA) for the three offices exceed $1 billion.
Each of these individual offices is a principal member of the Financial Planning Association of Australia and hold an Australian Financial Services Licence issued by the Australian Securities and Investment Commisssion (ASIC).
Additionally, each office is licensed to provide advice on a wide range of investments.
Our philosophy
No matter what stage of your life, we are committed to forging long-term, value-based relationships with our clients.
Our highly experienced and qualified planners provide solutions for the creation and protection of wealth for clients including executives, professionals and business owners, as well as maximising and managing wealth for clients through pre-retirement and retirement.
Our aim is to deliver high quality, tailored wealth management solutions and advice, to help our clients meet their financial and lifestyle objectives.
Our approach
We undertake a six step approach with clients to assist them in meeting their financial goals.
Our services
Most people find matters concerning their financial affairs puzzling and as a consequence tend to neglect or delay making effective plans for their future. At BDO Wealth Management we help you put the puzzle together, piece by piece, to enable you and your family to achieve your financial freedom.
Financial freedom is a goal for most of us. What it means for each of us is quite different. No matter where you are on the journey, BDO Financial Planning is your guide to financial freedom. When you develop and implement your financial plan with us you will benefit from sound advice, prudent investment management and ongoing personal service.
BDO Financial Planning can help you to define your desired future lifestyle, recommending a financial plan, which will provide clear direction and help to achieve your lifestyle goals.
How BDO can help...
The BDO Financial Planning team provide valuable advice to suit your financial and lifestyle needs. Our financial services licences allows us to provide advice on a wide range of investments.
Experienced financial planners provide expert advice, backed by extensive research and advanced financial Planning experience. Our planners are fully conversant with legislation impacting on wealth creation, wealth protection, investment & tax strategies and retirement planning.
BDO Financial Planning services are offered through state based organisations. We offer professional and personalised advice and concentrate on providing locally based services for our clients.
Please click through to your state to find our more.