Private Wealth

Bespoke wealth strategies

BDO's experienced professionals can provide you with valuable advisory services based on your financial and lifestyle needs.

By understanding your total requirements and circumstances, we can help you to define your desired future lifestyle, and recommend a wealth strategy that will provide clear direction towards achieving that lifestyle.

Key issues

  1. Investment and wealth creation strategies
  2. Superannuation and pre-retirement planning
  3. Self-managed super funds and corporate super
  4. Portfolio management service
  5. Retirement solutions
  6. Wealth protection
  7. Estate planning

How BDO can help

Advice you can rely on at any stage of life

Whatever your goals, BDO Private Wealth Advisers take the time to get to know you and learn about what you want to achieve. From the very first meeting we focus on what’s important to you. We then tailor a plan and services specific to your needs.

Every recommendation we make has a purpose. We don’t do anything ‘just because’. Our approach is targeted to the financial aspects of your wealth management and to your life goals. Your money is a means to an end, not an end in itself.

We’re available whenever you need us. And even when you don’t, we’re working in the background to ensure your best interests are taken care of. We regularly review your plans, your position, the financial markets and regulatory changes so we can effectively respond as needed.

Our consultative approach is designed to:

  • Reach a shared understanding of your financial, personal and lifestyle goals
  • Define your current position in terms that ‘make sense’ to you
  • Provide a clear idea of the path you’re on by interpreting the figures into meaningful outcomes
  • Develop strategies to consider and discuss prior to agreeing on a course of action
  • Regularly monitor your goals and make adjustments as needed.

There are many wealth advisers in the market. It’s important to choose a wealth adviser that’s right for you.

The best position to achieve your goals

Peace of mind and ultimate control. Just two of the things you’ll gain by working with a BDO Private Wealth Adviser. But we also know there are many different reasons people come to see a wealth adviser, so we give you choices about how to reach your goals.

We value long term relationships and prioritise sharing information to help you make informed decisions. By helping you understand your financial situation and identifying your lifestyle objectives, we then work side by side to capitalise on opportunities as they arise. We put you in control of your financial future, with the reassurance that we are never more than a phone call away.

BDO Private Wealth Advisers will give you the peace of mind that you’re in the best possible position to achieve your goals – whatever they may be.

Why we're different

BDO Private Wealth Advisers has a proven track record of delivering the tailored advice you need to realise your goals.

Our focus is 100% on you. Unlike some private wealth advisers, we don’t have any of our own products to sell; instead we provide tailored strategies that reflect your best interests. Our goal is to help you live the lifestyle you want without having to worry about your money.

We achieve this through open and ongoing communication. Working with BDO Private Wealth Advisers gives you direct access to Directors and Advisers whenever you need us. We’re here to support you through every stage of your life, tailoring our advice as your goals grow and evolve.

We also consider it our duty to educate and inform you about the reasons behind our advice. Not only does this give you the ability to make decisions more confidently, it puts you firmly in control of your financial future and your life.

BDO offers professional and personalised advice, with dedicated teams in Adelaide, Brisbane, Sunshine Coast, Perth, Sydney and Cairns.

Meet the Manager

BDO Wealth Adviser, Kelly Kennedy, deep-dives into key issues with Australian fund managers, from their investment philosophies to their take on topics such as Real Estate Investment Trusts (REITs), interest rates and diversification. 


Meet our team