Our Services
You are here: Home > Services > Wealth Creation

Wealth Creation

BDH Leaders is able to refer you to Donald W. de Boer. Donald is able to provide a full range of financial planning services aimed at assisting you to achieve your financial goals. 

Private Wealth Management Services

  • Investment advice and portfolio management
  • Wealth creation and financial planning
  • Asset allocation
  • Risk insurance
  • Business succession planning
  • Philanthropic management and advice
  • Estate planning including wills, power of attorney and guardianship
  • Retirement planning
  • Tax minimisation strategies

Private Wealth Management Services are conducted through The Leaders Investment Manager Pty Ltd (AFSL 240776) a company wholly owned by the group and not affiliated with any bank or financial institution. 

Leaders News

What's important now? We've got it covered in our up to date blogs

Careers

We attract the most highly regarded professionals. We pride ourselves on our mentoring and advancement opportunities

Client Tools

Calculate your loan repayments with our simple to use calculator or search trough our handy ATO links

Services

We can advise you on an extensive range of services

Client Login

Register to use our secure client login and upload your files

Contact Us

You can contact us via email or request an appointment

Pay Online

Pay your account online with our secure eWAY payment gateway

Wealth Creation

Achieve your financial goals with our Private Wealth Management Services