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.

How BDO can help

We are authorised to provide financial advice in relation to:

• Wealth accumulation
• Estate Planning
• Income & Asset Protection
• Government Benefits
• Tax Strategies
• Debt Management
• Superannuation

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)