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At BDO Private Wealth Advisers, we know that financial advice isn’t really about investments. It’s about how your money can allow you to live the life you want to lead. We empower you to fully understand your financial situation, decide what type of life you want to lead and then work with you to develop strategies to achieve it.

This approach lets you take control of your financial future and put a long term plan in place that is comprehensive and tailored to your needs. 

How BDO can help

We’ll help you address key question like:

  • Lifestyle – am I on track to live the life I want?
  • 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?

Proactively managing your financial position is central to achieving your life goals. By partnering with BDO Private Wealth Advisers you’ll receive expert advice and support. Our experienced wealth advisers are on hand with expert advice on all aspects of wealth creation.

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Disclaimer

 BDO Private Wealth Advisers Pty Ltd ABN 62 805 149 677 AFS Licence No. 238280 is a member of a national association of independent entities which are all members of BDO Australia Ltd ABN 77 050 110 275, an Australian company limited by guarantee. BDO Private Wealth Advisers 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 Professional Standards Legislation.
  
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product. Past performance is not a reliable guide to future returns. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

Meet our team