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.
Our approach to managing our Clients’ wealth is with a deep sense of diligence, responsibility, conservatism, transparency and caution as we aim to protect and grow our clients’ interests.
Our Clients deal mainly at Director level and meet with at least one of our Wealth Management directors on a quarterly basis. Clients also have a secondary relationship with at least one other director.
“The stock market is filled with individuals who know the price of everything, but the value of nothing.” Philip Fisher The…