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.
You will collaborate with them and help them understand your situation and priorities, and then our team will devise the best plan for achieving your objectives.
We can create a comprehensive solution for you by leveraging our expertise in:
- Strategies for generating wealth, such as gearing
- Retirement planning that includes all types of income streams
- Planning an estate
- Budgeting for investments
- Superannuation planning and administration for individuals and businesses
- Self-managed superannuation funds.
- Portfolio management is in progress.
- Fixed-income investments and managed investments
- Strategies for tax planning
- Products and strategies for wealth protection
- Planning for Succession