• Private Wealth

    Realise your financial and lifestyle goals

Make financial freedom your new reality

Make financial freedom your new reality

You can’t put a price on the freedom that comes with being financially secure. We all dream of financial freedom once we retire, but to achieve this, we need to put a plan in place early to reach our chosen goals. BDO SA Private Wealth advisers offer high quality, tailored wealth management solutions and advice that puts financial freedom within your control.

Our experienced financial planners can provide you with valuable advice based on your financial and lifestyle desires. By understanding your personal needs and circumstances, we help you to define the life you want, and recommend a financial plan that will provide a clear direction to help you get there. Our Private Wealth advisers are always on hand to support you on your financial journey, with programs tailored to your needs.

Our Services

We are authorized by Godfrey Pembroke Limited to provide financial advice in relation to:

and to provide advice and deal in the following financial products:

  • Basic Deposit Products
  • Retirement Savings Accounts
  • Superannuation
  • Standard Margin Lending Facilities
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Securities
  • Life Products – Investment Life Insurance
  • Non-basic Deposit Products
  • Life Products – Life Risk Insurance
  • Non-cash Payment Facilities
  • Managed Investment Schemes, including Investor Directed Portfolio Services (IDPS)

Our Philosophy

Our private wealth experience is to ensure we empower our clients to make the right financial decisions.

No matter what stage of your life, we’re committed to forging long-term, values-based relationships. Our highly experienced and qualified financial planners provide solutions to create and protect your wealth. We work with executives, professionals and business owners to maximise and manage wealth through pre-retirement and retirement.

About our licensee partner

BDO SA Private Wealth licensee partner, Godfrey Pembroke, was founded in 1981 with a vision to provide high quality tailored financial advice to individuals, small businesses and corporations. Today Godfrey Pembroke has over 180 financial advice specialists throughout Australia and the network is regularly recognised with industry awards for leading advice professionalism, transparency and trusted relationships. Our advice is supported by access to market leading research, investment services and wealth management solutions. BDO SA has chosen to partner with Godfrey Pembroke to benefit from the expansive network of market intelligence, investment services and wealth management solutions available to us as part of the National Australia Group, which also include MLC and JBWere. Authorised Representatives of Godfrey Pembroke Limited I ABN 23 002 336 254 I Australian Financial Services Licensee Registered Office 105-153 Miller Street Sydney NSW 2060 Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

BDO Private Wealth Enquiry

Thank you for your enquiry into BDO's Private Wealth services. Please fill in the below form and Tony Simmons will contact you. If you would like to contact Tony directly please phone (08) 7324 6000 or email tony.simmons@bdo.com.au.