Preserving and enhancing our future

Enhance your financial journey with our trusted ecosystem of financial services. We offer comprehensive financial advisory, private wealth management, and business advisory services tailored to your unique needs. Our approach combines personalised guidance with customisable strategies focused on growth and stable income, ensuring your assets are well-protected and effectively managed. Our commitment to understanding your needs and providing expert, ongoing support underpins everything we do.

Enhance your financial journey with our trusted ecosystem of financial services. We offer comprehensive financial advisory, private wealth management, and business advisory services tailored to your unique needs. Our approach combines personalised guidance with customisable strategies focused on growth and stable income, ensuring your assets are well-protected and effectively managed. Our commitment to understanding your needs and providing expert, ongoing support underpins everything we do.

Progressive Partnerships

Working with our wealth management clients, institutions, and forward-thinking financial advisers, we provide a safe space for personalised advice and investment services valued by execution and performance.

Diversified Offering

We provide specialised SMA and MDA portfolio services, expert advice on superannuation and SMSF, retirement planning, Aged pension strategies, and in-depth guidance on taxation, insurance, and investments—all aimed at enhancing your financial well-being.

Alternative Investing

We offer investors a unique opportunity to diversify their portfolios with alternative investments. Our services provide access to private credit, commodities and other alternative investment options, catering to the needs of a growing market of sophisticated investors.

Get to know us

By understanding your specific needs and preferences, we customise our services and investment strategies to align with your individual circumstances. We provide diverse advisory and investment options, including tailored portfolio services, private equity, secured credit, and alternative income investments.

Find the right advisory and investment solutions to meet your needs with the support of our diversified set of offerings. In bridging your resources with the right portfolio and investment solutions, the least we can be is a trusted source for your information, portfolio solutions, and investment needs.

Find the right advisory and investment solutions to meet your needs with the support of our diversified set of offerings. 

We recognise the importance of stable income streams and risk mitigation. As such, we prioritise providing steady income streams and effective risk management strategies for our income-focused clients, especially those over 50.

By diversifying income sources through fixed income, interest-bearing debt investments, and alternative income opportunities, we aim to ensure consistent cash flows and protect our client’s assets.

Understanding our clients’ need for stability and risk management instils confidence in our income-producing services. Through rigorous analysis, proactive risk management, and transparent communication, we strive to deliver long-term performance, peace of mind, and a solid foundation for financial success aligned with our client’s goals.

We provide exclusive access to premium off-market investment opportunities for wholesale, professional, and institutional clients, including private equity, venture capital, real estate, and other alternative investments.

Through our thorough due diligence process and expertise in navigating the complexities of these investments, we understand our client’s desire for growth and offer exclusive opportunities tailored to their needs.

With our exclusive private market offering, we seek to build trust and instil confidence in our clients, empowering them to capitalise on exceptional investment opportunities and achieve their financial goals with a distinct advantage in the market.

With our portfolio services, retail and wholesale clients can benefit from our expertise in equity capital markets opportunities. We service primary and secondary markets, including IPOs, capital raising, and placements, with ongoing research and excellent execution and distribution capabilities.

At BMP Wealth, we understand the importance of addressing the unique needs of high-net-worth investors, family offices, financial advisory practices, and institutions.

Through our private debt financing platform, we offer the opportunity to participate in high fixed-income distributions, prioritising the preservation of capital and maximising investment returns through rigorous risk assessment and management.

With our proactive approach, concrete monitoring procedures, and clearly defined risk management steps, we provide a secure investment environment. Additionally, our asset-backed private debt offerings, including real estate and other collateral assets, further enhance the strength and stability of the investments. The minimum deal size is $1,000,000.

Our clients always come first. Working with data protection, encrypted software, and platform service providers, our simplified new way of wealth management advisory is to stay connected and supportive via a secure portal for advisers and investors.

With our technology partners, BMP Wealth operates a diversified software, risk, and investment platform set. We provide 24/7 access to your investment holdings, regular reporting, and ongoing financial and investing insights, guidance, and services to help our investors achieve their financial and investing goals.

We work with providers such as Macquarie, Caprock, DesktopBroker, Mason Stevens, Netwealth, HUB24, New Quantum, Dash, TAL, AIA, Neos Life, BT, and others. The spread of options mitigates concentration risk, widens investors’ choices, and provides resilience to our advice and investment process.

Our Client Services team can be reached on 1300 463 031  for brief confidential consultations.

An alternative is to complete the short form and request to be contacted.

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