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Andrew White
Building and managing your wealth requires a clear vision for the future and expert financial planning advice.
Whether you are charting your journey to retirement, seeking to pass your wealth on to the next generation, or want to know how best to invest the proceeds of a business sale, inheritance, or funds from downsizing, BDO's private wealth team is here to help.
Our highly experienced and qualified financial advisers provide solutions to create and protect your wealth through every stage of life. We work with executives, professionals, and business owners to maximise and manage wealth through pre-retirement and retirement.
No matter how ordinary or complex your situation may be, BDO's private wealth team has the resources, experience, and commitment to help you at every step of your journey.
No aspect of your finances should be considered in isolation. BDO's private wealth team provides fully integrated services across several areas of expertise, from financial planning and investment management to retirement planning, wealth transfer, and philanthropy, as well as family enterprise advice and support from our tax affiliates.
As fiduciaries, we always prioritise your interests. We don’t sell investment or insurance products, aligning our goals with yours for every decision and recommendation made on your behalf.
For those with more complex investment situations, including family offices, foundations, and complex endowments, our advisers are equipped to help. From portfolio aggregation and reporting to private asset investment and outsourced chief investment officer services, we provide expert advice for even the most complex circumstances.
Andrew White
Beanca Monks
Isaac Montaner
Jessica Agius
David Woolley
Guy Taylor
James Wauch
Kelly Kennedy
Lachlan Kennett
Mandy Mellor
Mark Wilkinson
Michael Ryan
Natasha Johnson
Oliver Straker
Olivia Raithatha
Peter Crump
Shaun Haden
Terrie Wendland
Annabelle Peters
Beth White
Sulo Kulendran