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What we do

BDO Private Wealth enables clients to access a complete package of financial and business advice from a team that is always on their side, and where professional advisers are working together to get the best outcomes.

At the heart of what we do is knowing what drives our clients’ decision making and helping them achieve their lifestyle goals rather than just adding to their bank balances.

BDO Private Wealth services include:

  • Wealth management
  • Risk planning
  • Succession and estate planning
  • Retirement planning
  • Philanthropy.

Clients of BDO Private Wealth, through its parent company BDO WA Pty Ltd, can benefit from specific areas of additional specific advice on a needs basis and as identified by your Wealth management adviser. These services include:

  • Audit
  • Corporate finance
  • Business services
  • Tax
    • Taxation planning
    • Management of structures
  • Remuneration and reward
  • Advisory.

Find out more about our services.