Private Wealth Perth

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BDO Private Wealth in Perth is the coming together of two like-minded advisory firms to offer a complete suite of financial and business advice to clients with sophisticated financial needs.

This new formal alliance is built on the long-standing relationship between Perth-based financial planning business, Integro Private Wealth and the West Australian (WA) arm of BDO.

Established as a fee-based financial advisory practice in 2003, Integro has developed a significant client base of business owners, professionals, not-for-profit organisations and entrepreneurial families. Integro stands on its reputation as the ‘trusted adviser’ to this diverse range of clients.

BDO Perth is one of WA’s largest full-service accounting firms proudly driven by a team of professionals and partners.

Integro and BDO WA have been collaborating since 2013 to meet the holistic financial needs of clients, offering complementary services to create better outcomes at every stage of your journey.

At BDO Private Wealth we share the journey with you to help you achieve your financial freedom. Our commitment to you is exceptional service, quality advice solutions and a depth of technical expertise to help make your dreams a reality.

BDO Private Wealth services include wealth management, risk planning, succession and estate planning, retirement planning, and philanthropy.

How BDO can help

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.
Disclaimer

BDO Private Wealth (WA) Pty Ltd, ABN 11 637 294 083 (AR Number: 1283557) is a Corporate Authorised Representative of Integro Holdings (WA) Pty Ltd ABN 61 612 297 739 AFS Licence No. 489444.

General advice warning – the information and any advice provided in this document has been prepared without taking into account your objectives, financial situation or needs.  Because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to those things.  [If the advice relates to a particular financial product: You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.]

Meet our team