Wealth

Wealth

Are you making the most of every money moment in your life?

If you’re not sure, you should get in touch. At BDO Wealth, we specialise in creating a return on life, not just your financial investments. Think of us as a guide to help you through the everyday decisions you make about money – the ones that have the biggest impact on your ability to grow wealth. We call these LifeQs. And whether you’re getting married, buying or selling property, or having children, we can guide you so that these LifeQs are remembered for the right reasons, not the financial strain they might otherwise carry.

Your financial journey also extends into the workplace. That’s why BDO Employee Benefits partners with businesses to design solutions like retirement savings, life cover, disability protection, and healthcare support – helping employers look after their people and giving employees confidence through every stage of their financial lives.

If you’d like to make sure every cent you and your employees earn is used to its full potential, give us a call. We’d love to help you.

Our Manifesto

LifeQs

At BDO Wealth, we believe that life’s most significant moments – from career changes and family milestones to health decisions and retirement planning – are not just moments of change, but opportunities to make the right financial choices that can lead to the greatest return on your life. These moments, or LifeQs, are the key to shaping your financial wellbeing.

We use LifeQs as triggers to help you make the best financial decisions when it matters most. By making the most of moments like:

  • WorkQs
  • FamilyQs 
  • HealthQs 
  • WealthQs 
  • LegacyQs 


... you can truly make the most of your life. Life Qs


BDO Employee Benefits
At BDO Employee Benefits, we guide both employers and employees through the financial decisions that matter most at work. We partner with businesses to design benefits that are cost-effective, transparent, and supportive of your people’s wellbeing. For employees, these benefits provide real protection and peace of mind during life’s key money moments — from unexpected illness to planning for retirement.

Our solutions include:

  • Retirement savings – helping employees build a secure future.
  • Disability insurance – protecting income in the event of illness or injury.
  • Income replacement – providing financial support if an employee cannot work.
  • Life insurance – ensuring families are looked after when it matters most.
  • Healthcare support – easing the burden of medical costs.

With independent reviews, hands-on administration, and ongoing employee guidance, we make benefits simpler, smarter, and more impactful for both businesses and their people.

Our approach

Our approach is all about providing honest, objective guidance at every stage of your journey. We begin by getting to know you and your current financial situation, giving you a clear picture of where you stand. From there, we help you:

  • Organise your finances: We’ll help you understand exactly what you have, what you owe, and whether you’re on track to live the life you want to live.
  • Spot any gaps: We’ll help you identify blind spots or overlooked areas in your financial plan, so you’re prepared for anything life brings.
  • Keep you on track: We’ll support you in taking the necessary steps to reach your financial goals and help you stay accountable along the way.
  • Educate yourself: Our goal is to empower you to make informed decisions, so you feel confident about your financial future.

At BDO Wealth, we focus on bringing value through thoughtful guidance and expert advice, not just investment returns. We’re here to guide you through life’s financial moments, keeping you on track and making sure you always feel supported as you go.

Speak to our team