Private Wealth Advisers

CONTACT US

Customised, strategic and holistic wealth management for every circumstance

Building and managing your wealth requires a clear vision for the future and expert financial planning advice.

Whether you are charting your journey to retirement, seeking to pass your wealth on to the next generation, or want to know how best to invest the proceeds of a business sale, inheritance, or funds from downsizing, BDO's private wealth team is here to help.

How BDO can help

Our highly experienced and qualified financial advisers provide solutions to create and protect your wealth through every stage of life. We work with executives, professionals, and business owners to maximise and manage wealth through pre-retirement and retirement.

No matter how ordinary or complex your situation may be, BDO's private wealth team has the resources, experience, and commitment to help you at every step of your personal wealth management journey.

Personalised service to fit your needs

Core capabilities

Advanced offering

  • Portfolio aggregation and reporting
  • Governance
  • Alignment of investment policy with goals
  • Access to private investments (including real estate, private credit, and private equity)
  • Wealth transfer.

A comprehensive, customised approach

No aspect of your finances should be considered in isolation. BDO's private wealth team provides fully integrated services across several areas of expertise, from financial planning and investment management to retirement planning, wealth transfer, and philanthropy, as well as family enterprise advice and support from our tax affiliates.

Putting your interests first

As fiduciaries, we always prioritise your interests. We don’t sell investment or insurance products, aligning our goals with yours for every decision and recommendation made on your behalf.

Advanced capabilities

For those with more complex investment situations, including family offices, foundations, and complex endowments, our advisers are equipped to help. From portfolio aggregation and reporting to private asset investment and outsourced chief investment officer services, we provide expert advice for even the most complex circumstances.

Our local offices

BDO SA Private Wealth advisers offer high-quality, tailored wealth management solutions and advice that puts financial freedom within your control. Our Private Wealth advisers are always on hand to support you on your financial journey, with programs tailored to your needs.

We provide financial planning advice in relation to:

  • Lifestyle and retirement planning
  • Family wealth
  • Business owners and professionals
  • Not-for-profits
  • Investment management
  • Superannuation.

Meet our team

Resources

Disclaimer

BDO Private Wealth Advisers Pty Ltd ABN 62 805 149 677 AFS Licence No. 238280 is a member of a national association of independent entities which are all members of BDO Australia Ltd ABN 77 050 110 275, an Australian company limited by guarantee. BDO Private Wealth Advisers Pty Ltd and BDO Australia Ltd are members of BDO International Ltd, a UK company limited by guarantee, and form part of the international BDO network of independent member firms. Liability limited by a scheme approved under Professional Standards Legislation.

Whether you are building to maximise wealth, looking to enjoy the lifestyle, dealing with intergenerational wealth or want to know how best to invest the proceeds of a property or business sale, or inheritance achieving success requires a clear vision and deep expertise managing all aspects of wealth.

No matter the complexity of your situation, BDO’s wealth advisers have the resources, insight, and dedication to provide expert guidance for every step of your journey.

We provide financial planning advice in relation to:

  • Lifestyle and retirement planning
  • Family wealth
  • Business owners and professionals
  • Not-for-profits
  • Investment management
  • Superannuation.

Meet our team

Resources

Disclaimer

BDO Private Wealth Advisers Pty Ltd ABN 62 805 149 677 AFS Licence No. 238280 is a member of a national association of independent entities which are all members of BDO Australia Ltd ABN 77 050 110 275, an Australian company limited by guarantee. BDO Private Wealth Advisers Pty Ltd and BDO Australia Ltd are members of BDO International Ltd, a UK company limited by guarantee, and form part of the international BDO network of independent member firms. Liability limited by a scheme approved under Professional Standards Legislation.

At BDO Private Wealth North Queensland, our advisers take the time to get to know you, ensuring that we fully understand your financial situation, values and goals. We provide the resources and financial education to empower you to define your lifestyle and financial objectives, and partner with you to develop strategies to achieve them. We offer a transparent approach backed by decades of research with our evidence-based investment philosophy. Our guidance will help you take control of your financial future and ensure you have a sustainable long-term plan in place.

Whether you’re saving for retirement, planning for a major purchase, or building wealth for the long term, we are here to help. Our comprehensive advice and resources will help you make informed decisions at every stage.

Connect with our team for comprehensive financial planning advice in relation to:

  • Lifestyle and retirement planning
  • Aged care
  • Superannuation
  • Investment management
  • Business owners and professionals
  • Family wealth 
  • Personal protection and insurance
  • Not for profits
  • Access to tax, business valuation, business development and estate planning specialists.

Meet our team

Resources

Disclaimer

BDO Private Wealth (Nth Qld) Pty Ltd ABN 94 162 483 374 is a Corporate Authorised Representative No. 435 780 and Credit Representative No. 436 152 of FYG Planners Pty Limited AFSL/ACL: 224543 and is a member of a national association of separate entities which are all members of BDO Australia Ltd ABN 050 110 275, an Australian company limited by guarantee. BDO Private Wealth (Nth Qld) Pty Ltd and BDO Australia Ltd are members of BDO International Ltd, a UK company limited by guarantee, and form part of the international BDO network of independent member firms. Liability Limited by a scheme approved under the Professional Standards Legislation.

BDO Private Wealth Sydney’s approach lets you take control of your financial future and put a long-term plan in place that is comprehensive and tailored to your needs.

Proactively managing your financial position is central to achieving your life goals. With BDO, you’ll receive expert advice and support. Our experienced wealth advisers are on hand with expert advice on all aspects of wealth creation.

We provide financial planning advice in relation to:

  • Lifestyle and retirement planning
  • Family wealth
  • Business owners and professionals
  • Not-for-profits
  • Investment management
  • Superannuation.

Meet our team

Resources

Disclaimer

BDO Private Wealth Advisers Pty Ltd ABN 62 805 149 677 AFS Licence No. 238280 is a member of a national association of independent entities which are all members of BDO Australia Ltd ABN 77 050 110 275, an Australian company limited by guarantee. BDO Private Wealth Advisers Pty Ltd and BDO Australia Ltd are members of BDO International Ltd, a UK company limited by guarantee, and form part of the international BDO network of independent member firms. Liability limited by a scheme approved under Professional Standards Legislation.

BDO’s ‘Ready for retirement’ guide and checklist

In today’s uncertain world, planning for your retirement is an essential step towards securing your financial future.

Our comprehensive guide includes a detailed checklist and expert tips to help chart your course to a secure and fulfilling retirement.

Download BDO’s Ready for retirement guide now.

DOWNLOAD