Private Wealth Cairns & Townsville

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At BDO Private Wealth, we work with our clients to tailor investment portfolios specific to your individual needs and objectives. Our advisers take the time to get to know you so that we can gain a full understanding of what you wish to achieve.

It’s about empowering you to fully understand your financial situation, providing options to help you decide what type of life you want to lead and then working with you to develop strategies to achieve it.

This approach helps you take control of your financial future and ensures you have a long term plan in place. With our guidance, these plans are comprehensive and tailored to your needs. Importantly, they address the key factors of:

Lifestyle - Am I on track to live the life I want to?
Cash flow – Am I spending too much or could I spend a little more?
Retirement – Do I have enough savings to achieve my retirement goals?
Insurance – What if I became sick or my income stopped?
Wealth creation – How can I accumulate more assets, more efficiently prior to and in retirement?

How BDO can help

Proactively managing your financial position is central to achieving your life goals – sitting back and doing nothing is not an option. With BDO Private Wealth you will receive expert advice and support across a wide variety of areas – all intended to help you achieve your lifestyle goals. Our experienced advisers are always on hand with expert advice on all aspects of financial planning.

BDO Private Wealth provides a complete suite of financial services which includes superannuation, personal protection, education and investment planning. These aspects play a significant part in creating a holistic financial strategy for you.

BDO Private Wealth (NTH QLD) Pty LTD
 Financial Services & Credit Guide

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Superannuation

Through our superannuation services we can assist with the options available to you including retail, corporate or self-managed superannuation. We can advise you on:

  • Investment asset allocation
  • Self Managed Superannuation Funds (SMSFs)
  • Choice of fund.

Personal protection

We find that many clients haven’t considered personal insurance due to the cost. We have the option to structure some of your policies to be held within the superannuation environment in order to minimise your out-of-pocket expense. Our advisers can help explain the differences in policies and the pros and cons of each, helping you to:

  • Plan for the unexpected
  • Protect your family
  • Preserve your wealth.

Investment planning

We all have different goals and objectives when it comes to investment planning. It’s our job to help you understand the need for income and growth and how that applies to your situation. Our investment planning services cover all areas of:

  • Strategy design
  • Choice of approaches (multi-manager, indexed, core/satellite)
  • Wealth succession
  • Cash flow projections
  • Risk profiling and management.

Risk is inherent in all decision making – the only right that any of us have is to select the risk we wish to be exposed to. We take the time to explain core risks and provide enough information for you to make an educated decision.

Education

We believe that education is an important part of understanding your financial options. BDO Private Wealth provides relevant education to all of our clients, so that you fully understand the strategies, risk and products. We do this with formal workshops run regularly throughout the year on topics such as:

  • Retirement
  • Young investors
  • Wealth succession tips.

Our approach

We provide the following services to our Private Wealth clients:

  • Regular review program
  • Quarterly newsletters
  • Quarterly portfolio reviews
  • Educational workshops
  • Market update seminars
  • Access to tax, business valuation and business development specialists
  • Access to estate planning specialists.

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 to any changes as needed.

Our consultative approach is designed to:

  • Obtain a joint 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 are on by interpreting the figures into meaningful outcomes
  • Develop strategies for consideration and discussion prior to agreeing on a course of action
  • Regularly monitor your goals and whether the path you follow remains suitable.

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Dislaimer

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. Privacy Policy | TOS & Disclaimer.

Meet our team