Wealth Management

Our financial advisors will ensure that your investment portfolio is managed correctly if you plan to create an SMSF. We also provide strategic guidance on contributions, pension benefits, and other topics.

We provide our clients with tailored guidance that combines fresh and informed perspectives. We recognise that there is no such thing as a cookie-cutter solution, so we customise our approach to meet your specific needs.

We help you make the best decisions and approaches for managing your wealth and complex financial affairs based on your specific circumstances. Our team work hard to develop long-term relationships with our clients to meet their needs.

Our wealth division, BDH Private Wealth, provide an extensive service that considers all your financial businesses – savings, risk management, taxation, estate planning, retirement, cash, trusts, and wills – as trained and wealth-management accountants.

Our Estate Planning service includes coordination with us, your insurance advisors, and estate planning lawyer to ensure consistency across all disciplines and deliver a seamless and properly integrated plan as part of your larger and overarching financial plan.