• What our clients say

    The value of relationships.

Our clients drive our approach. Here’s what they value about their relationship with us.

A genuinely caring relationship

“We have been dealing with BDO Private Wealth Advisers since 2004 and have, on many occasions, sought their advice on ways that we can improve our situation. They have shown that they care about us and our situation, they have helped our family and helped us remain 'on track' through difficult times. BDO do not treat our money like it's theirs, like some of the big organisations do, and care about things that are important to us (like taking more holidays).”

Alec and Annette

Protecting our client’s wellbeing

“We were first introduced to BDO Private Wealth Advisers by our accountant in 2002. Over the years, BDO have reviewed our position and, after Kevin had an accident at work, identified and helped us access income protection and disability insurance from our old superannuation policies. This has allowed us to repay our mortgage and other debts, as well as giving us money to help meet our income needs. BDO also manage our superannuation so we have some play money for retirement. We can now concentrate on our lifestyle rather than worrying about how our living needs are going to be met..”

Kevin and Elizabeth

Planning for the future

“BDO Private Wealth Advisers have been helping us with strategic advice over a number of years. Their advice has focused on us and how our needs can best be met in the future. They care about what we are doing, are forthcoming with practical ideas and have really helped us focus on the things that matter to us.”

David and Glenda