We specialise in bespoke intermediary services designed for wholesale and high-net-worth investors, corporates, and institutions—delivering exceptional access and investment opportunities with precision and care.
Whether you're looking to grow your wealth, preserve capital, or plan for retirement, we simplify the journey by combining expert guidance with flexible, high-quality investment options.
We offer access to professional investment platforms such as Managed Discretionary Accounts (MDA) and Separately Managed Accounts (SMA)—designed to streamline your investing experience. These solutions allow us to actively manage your portfolio with precision, so you don’t have to make every decision yourself.
Areas of focus:
Aged Care Planning
Your comfort, security, and financial well-being are our top priorities.
Private Credit – A Smarter Way to Earn Fixed Returns
Private credit involves lending directly to borrowers—typically businesses or developers—without going through a traditional bank. In return, investors receive regular, fixed-interest payments, often at higher rates than traditional bonds or term deposits. These investments are generally backed by tangible assets like property.
Who It’s For? In partnership with PORTICA, we offer exclusive access to high-yield private credit investments for:
| These opportunities are designed for wholesale and sophisticated investors seeking strong, fixed-interest returns |
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Why Private Credit?
Minimum Investment
| Capital Preservation First Every investment is rigorously assessed to prioritise capital preservation, while also aiming to maximise returns. |
Proactive Risk Management We actively monitor each investment’s performance and credit quality, with clear processes in place to manage and mitigate risk. | Strong Security Backing All loans are secured—primarily by residential or commercial property. Additional security may include:
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Portfolio Services and Corporate Offering with B. Moses Securities
In conjunction with B. Moses Securities, our clients benefit from equity capital markets opportunities such as IPOs, capital raising, and placements, ongoing research, and excellent execution and distribution services.
Personalised Financial Planning Advice, Investment Advice, Super & SMSF Advice with BMP Wealth
Explore Our Tailored Investment Solutions
Whether you’re investing for the first time or managing wealth for retirement, our advisor is here to guide you. We specialise in creating customised financial strategies for a variety of clients:
- Family Investors & Retirement Planners: Secure your family’s future with personalised investment advice.
- Superannuation & SMSF Investors: Maximise your retirement savings with expert guidance.
- Professional & Corporate Clients: Our services cater to all your business and personal investment needs, from medical professionals to SMEs.
Ad Hoc Services: Tax, Insurance, UK Pension Transfer, Estate Planning
At BMP Wealth, we provide tailored services designed to save you time and costs. With specialist expertise and unique, custom-built tools, we give you the competitive edge.
Estate Planning Ensure a seamless transition of wealth to the next generation. Our advisers help structure your succession plan to be tax-efficient and cost-effective, securing your legacy. | Business Advisory & Tax Services We support Business Wealth clients with a range of advisory services including business cashflow, mergers & acquisitions, tax concessions, and SMSF/business property acquisition. |
Personal Insurance Protect what matters most. Our risk advisory services help safeguard your family, assets, and investments, ensuring you’re covered in case of unexpected disruptions. | UK Pension Transfers Simplify the transfer of your UK pension to Australia with our hassle-free service. We save you time and significant costs, ensuring a smooth transfer to a Qualifying Recognised Overseas Pension Scheme (QROPS) |
