WEALTH ADVISERS WITH A DIFFERENCE
BDO Wealth Advisers offers a full range of wealth advisory and financial planning services to individuals, companies and estates. Our goal is to help our clients get to the right solutions so we can positively contribute to their lives.
WE ARE :
- CONNECTED to BDO’s global network of audit, tax and advisory specialists across 162 countries
- EXPERTS IN OUR FIELD with proven results and successes for our clients
- TRUSTED to offer objective, proactive and tailored advice.
WHY USE A CERTIFIED FINANCIAL PLANNER®?
The CFP® designation is internationally recognised as the benchmark for professional advice. Holders of this designation have met stringent qualification and competency requirements as well as abide by unequivocal ethical standards. This means that not only will you have peace of mind regarding the technical accuracy of the advice but also the integrity that underpins it. Added to this is the fact that we are a FPI Approved Professional Practice™.
WHAT IS AN FPI APPROVED PROFESSIONAL PRACTICE?
Being an FPI Approved Professional Practice™ makes your business stand out amongst its peers and sends a clear message to your clients that your practice adheres to the highest levels of global standards and ethics in financial planning. It also validates that your practice is following the six step financial planning process and that you place the needs and objectives of your clients at the heart of your business.
Everyone should have the opportunity to live the life they want.
We can help you get there.