Global Wealth Management,
Family Office, Estate &
Succession Planning

Global Wealth Management, Family Office, Estate & Succession Planning

Building & Protecting Wealth

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.

NEWS

Women in Wealth Management

July 2020

Jill Nes is the CEO of BMF Wealth, a Wealth Management firm looking after High Net Wealth clients with a…

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Gold with a capital G

As Good as Gold

July 2020

“AS GOOD AS GOLD” The saying above is often used colloquially and lightly and scant regard is probably given as…

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How to Invest an Inheritance

June 2020

Over the past number of years, BMF Wealth’s Estate Planning and Wealth Management teams have been inundated with requests regarding…

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covid 19

An Unprecedented Time

April 2020

“There are decades where nothing happens, and there are weeks where decades happen” Vladimir Ilyich Lenin There is no doubt…

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your wealth adapt grow

Your Wealth – Adapt and Grow

May 2019

We have returned to Sydney after conducting two significant research trips over the past three months in the USA, UK,…

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A Paradigm Shift Part 2

A Paradigm Shift Part 2

January 2019

You may recall our newsletter “A Paradigm Shift” sent to you in April 2018. It is on our website (BMF…

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