Wealth Creation
To maximise your income, you must utilise the wealth you already have. Your options are numerous and varied – regardless of your goals or circumstances, our experienced team will develop a customised strategy and plan for you.
We take a holistic approach to your situation and collaborate with reputable experts to help you achieve your lifestyle goals. Planning your finances to increase your wealth at each point of your life will allow you to live the life you want and leave a lasting legacy for your loved ones.
BDH Leaders provides the following advantages:
- A comprehensive wealth-building plan that stands the test of time.
- Tax-efficient investments that are best suited to your overall needs
- An affordable, quoted and fee-based service, with no hidden costs or fees.
- Online access in all asset classes to the performance of your assets.
- All your financial transactions are handled in one location by a consultant who knows your financial condition and problems.
How Can We Help You?
Our wealth division, BDH Private Wealth, provide an extensive service that considers all your financial businesses – savings, risk management, taxation, estate planning, retirement, cash, trusts, and wills – as trained and wealth-management accountants.
You will collaborate with them and help them understand your situation and priorities, and then our team will devise the best plan for achieving your objectives.
We can create a comprehensive solution for you by leveraging our expertise in:
- Strategies for generating wealth, such as gearing
- Retirement planning that includes all types of income streams
- Planning an estate
- Budgeting for investments
- Superannuation planning and administration for individuals and businesses
- Self-managed superannuation funds.
- Portfolio management is in progress.
- Fixed-income investments and managed investments
- Strategies for tax planning
- Products and strategies for wealth protection
- Planning for Succession