Our Wealth Management and Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme volatility. Our privately owned companies, BMF Asset Management Pty Limited and BMF International Asset Management Pty Limited each hold their own Australian Financial Services License which allows us to provide unfettered advice.
We have strong International relationships with some of the world's major financial institutions which enable us to execute investment strategies globally. In making investment recommendations we align our interests with those of our Clients by investing first or alongside them. We take a collaborative approach to ensure Clients retain control of their investments and the direction of their overall strategy.
We have strong International relationships with some of the world's major financial institutions which enable us to execute investment strategies globally. In making investment recommendations we align our interests with those of our Clients by investing first or alongside them. We take a collaborative approach to ensure Clients retain control of their investments and the direction of their overall strategy.
Services
Over four decades, BMF Wealth has managed the needs of both corporate entities and many aspiring and high net wealth individuals, from CEO's and Directors to Entrepreneurs and Professionals and their Families. Today, recognised as one of Australia's most prestigious financial services providers, BMF Wealth takes pride in offering Clients uncompromising levels of excellence in the creation, protection and preservation of their assets and wealth.
These strategies vary depending on whether our Clients are in the wealth preservation stage or wealth creation stage. Irrespective, our priority remains to protect your wealth. Consultation with you to understand your needs and your financial and personal situation and objectives, and to analyse your tolerance for risk.
As your adviser, we are able to facilitate accounts for you with Australia's major Banks. We can assess which Bank is the most suitable for you in terms of deposit rates, service levels and product offerings. These relationships also enable our clients to participate in new securities issues or listings that are mainly open to Private Banking clients only.
Since we develop a detailed and thorough understanding of our clients' financial and personal affairs, this knowledge and the information that we hold becomes the source for preparing our clients' wills and estate plans. This team approach generates the optimal outcome for the client when the solicitor drafts the will.
The Family Office provides a complete, seamless and integrated financial service for high net wealth Clients who ask the questions: "Who is going to manage my financial affairs when I am no longer involved?" To ensure that the interests of the Family on an inter-generational basis are taken care of, we obtain a thorough understanding of the family as a whole and its individual members.
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