• Individuals

    Supporting your personal and family wealth priorities.

Personal wealth management and financial planning for Individuals

As wealth grows, so too does the complexity of managing financial affairs. Whether it is planning for retirement, wealth management, tax planning or estate planning, our team of advisers work with you to protect and grow your wealth.

Planning for retirement

Financial freedom comes from planning early. We start at the beginning to gain an understanding of your vision for the next stage of your life, and we then work back to ensure that these goals can be met. We also help plan for the next generation, assisting you to manage assets, post retirement budgets and protection strategies.

Wealth management

Our experienced and helpful professionals provide wealth management advisory services based on your financial and lifestyle needs. We take a holistic approach to wealth management, working closely with you to build on existing income streams to achieve your financial and retirement lifestyle goals, and to support your family through to future generations.

Tax planning

The world of taxation can be complex and confusing. Our highly skilled people provide unparalleled personalised service to assist in the best possible outcome for your finances.

Estate planning

At BDO, we work closely with you to help balance the needs of your family. As your trusted adviser, we work closely with your legal advisers to ensure that all aspects of your estate are considered and an effective financial succession plan is put in place.