Why? Because our lives are a series of decisions...
How I feel about...
…is this you? Then read on…
You would ask your boss or mentor how to progress in your career and you would ask a doctor to check why you aren’t feeling well. So, why wouldn’t you want a professional to support and guide your decisions.
At BDO Wealth Advisers we are your confidant in life and business, finding solutions to help you make better decisions so that your wealth can outlive you while seeing positive contributions in your life. We do this through trusted independent and professional financial and wealth management advice which is delivered by a superior client service experience and supported with long term client relationships.
With four independent offices across the country, and a staff complement in excess of 40 people (including Certified Financial Planner Proffessionals®) - 50% of which are dedicated directly to you our client – it’s easy to see why we have had clients for over 20 years.
But what is 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 Financial Planning Institute of SA (FPI) Approved Professional Practice™.
Being an FPI Approved Professional Practice™ makes our business stand out amongst peers and sends a clear message to you our client that our practice adheres to the highest levels of standards and ethics. It also validates that our practice is following the six step financial planning process and place the needs and objectives of our clients at the heart of our business.
Where do you start?:
Did you know that your wealth check-up is free.
It is only when it comes to preparing a financial plan and implementing it that a fee will be charged? So what are you waiting for?
Request a call from a CFP® Book a wealth check-up today Ask us
*Note: The most important part of this process is you. You have to want to take our advice. Our recommendations of your aspirations can be realised over your lifetime but is achieved through both the decisions and actions you take
BDO Wealth Advisors is a licensed Financial Services Provider. FSP Numbers: 4549, 15751 and 41974.