Personalised

Safeguarding the future with personalised investment solutions. At the core of our services is a shared, integrated form of financial and investment disciplines that we have developed with our Advisors and Investment Managers to produce results that are more insightful and rewarding to our Private Wealth Clients.Ā 

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Discover The Value of Our Advice

We provide comprehensive Range of Tailored Advisory And Investment Solutions. Our core services and depth of experience extend to securities and derivatives, international portfolios, equity capital markets, alternative assets, private debt, and capital advisory services.

Accessible support and flexible investment services made simple for our Private Wealth clients.

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Personalised Advisory Services

Our personalised advisory services are designed for income investors looking for above markets fixed income distributions and capital preservation, as well as growth investors looking for accelerated wealth creation investments and profitability.

Working hand-in-hand with our financial advisers, we provide bespoke strategic investment services to support the needs of first-time or experienced investors, retirement planners, superannuation and SMSF investors, wholesale investors, business owners, medical professionals, and corporate clients.

We offer seamless and cost-effective superannuation and SMSF specialist services, including tailored asset allocation advice built around our private wealth clients. Similar to a traditional super fund, we center everything around our clients, ensuring their assets are managed for them.

Our investment services provide SMSF-focused investment solutions, while our SMSF specialist accountants are here to assist with the establishment and ongoing administration of your SMSF. With us, you can be confident that your investments are in the right hands.

Our investment advisers provide daily recommendations on equities and options and can provide general advice and discretionary equities advisory services to investors looking for both income generation and growth portfolios.

As a client, you can benefit from gearing advice to increase your equity and access a range of investment offerings, including shares, property-based assets, and high-yield private credit investments, thereby improving your after-tax investment returns.

Personalised Investment Management Solutions & Model Portfolio Services

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At BMP Wealth, our deep understanding of various asset classes empowers us to craft bespoke advisory and investment solutions, blending time-tested strategies with a diverse portfolio. This personalised approach enables us to expertly navigate the complexities of the financial landscape, ensuring the growth and protection of your investments.

If you’re seeking expert portfolio design and construction with exposure to major asset classesā€”such as Australian and international equities, fixed interest securities, ETFs, managed funds, alternative investments, real estate assets (both direct and via managed funds), and private credit investmentsā€”or if you need portfolio management, advice on buying property through a super fund, taxation guidance, estate planning, or insurance strategies, BMP Wealth is here to help. Our comprehensive services are tailored to meet your unique financial goals.Ā Ā Other areas of focus:

Structured to provide capital preservation and distributions above those of traditional bonds, term deposits, and other fixed-interest securities.

For consistent distribution of above-inflation income, our fixed interest asset allocation is designed to deliver potential growth or income combined with capital preservation.

Our clients benefit from equity capital markets opportunities such as IPOs, capital raising, and placements, ongoing research, and excellent execution and distribution services.

We provide insights and guidance through a simplified approach to asset management. By staying connected and supportive via our SMA and MDA investment platforms, we create positive client experiences that promote transparency and accountability.

Ad Hoc Specialist Services

The ad hoc services to Private Wealth investors are designed to save time and cost. We use unique, custom-built tools to give you the edge.Ā 

Estate Planning

As a client, you can benefit from succession planning services. Your Private Wealth Advisers can work with you to ensure your succession plan is well structured that it can be tax and cost-effectively transferred to your next generation.

Personal Insurance

Our clients can benefit from specialist risk advisory services through the services of their dedicated financial Adviser. With our private wealth clients, our objective is to utilise insurances to help protect their families and assets in any event that can significantly disrupt the health and wellbeing of their lifestyle and financial affairs including their investments under advice.

UK Pension Transfers

Our Private Wealth Clients receives advice on how to transfer their UK Pension to Australia via Bridging Advisory. The offering is hustle-free and we save clients time and significant cost savings in transferring their UK Pension to a Qualifying Recognised Overseas Pension Scheme (QROPS) here in Australia.

SME Advisory Services

Our SME clients can benefit from a comprehensive range of business advisory services. In partnerships with other specialist, we provide SME specialist support services on business cashflow lending, mergers and acquisition services, business sale and business tax concessions, acquiring a business or property using SMSFs and other trust structures.