Make financial freedom your new reality

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.

Our Services

We are authorised to provide financial advice in relation to:

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

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)

Our Philosophy

Our private wealth experience is to ensure we empower our clients to make the right financial decisions.

No matter what stage of your life, we’re committed to forging long-term, values-based relationships. Our highly experienced and qualified financial planners provide solutions to create and protect your wealth. We work with executives, professionals and business owners to maximise and manage wealth through pre-retirement and retirement.