What Matters to You?
BMF Wealth By The Numbers
Founded by Barry Mendel, Executive Chairman – March 1981
Creating, Growing and Protecting Client Wealth for over 40 Years
Over 1 Billion Dollars Funds Under Management
Helped Over 5000 High Net-Worth Individuals and Families
Creating, Growing & Protecting Your 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.
Wealth Preservation and Creation Strategies
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.
Private Banking and Treasury Services
As your adviser, we are able to facilitate accounts for you with Australia’s major Banks and International Private Banks. We can assess which Bank is the most suitable for you in terms of your requirements.
Estate Planning & Asset Protection Assistance
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.
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. We focus on family involvement, education and guidance by assisting with the decision making of the next generation who will inherit by sharing our specialized wealth knowledge.
Significant Investor Visa Wealth Management
Various Australian State governments offer a provisional / temporary visa for individuals who invest at least A$5 million in Australian investments that meet the applicable State government’s requirements and who hold such complying Australian investments for a continuous 5 year period.
Local Access to Global Wealth Creation, Preservation and Protection
- Our recommendations are always based on ones we’ve personally invested in.
- We see portfolio diversification as mandatory, not just across asset classes but also diversified custodians, diversified countries and diversified currencies.
- Our directors own 100% of the business, therefore we are not beholden to any outside unaligned shareholder influence.
- Our clients are further aligned with us every step of the way because we own what they own.
- We go cautiously and steadily, mindful always that the return of capital is paramount.
- We are privately owned & clients engage exclusively with our 4 shareholder directors.
- Exceptional experience advising High Net Worth Clients worldwide
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.
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