Global Wealth Management, Family
Office, Estate & Succession Planning

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BMF Wealth By The Numbers

1981

Founded by Barry Mendel, Executive Chairman – March 1981

40+ Yrs

Creating, Growing and Protecting Client Wealth for over 40 Years

1B+

Over 1 Billion Dollars Funds Under Management

5000+

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

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

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

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.

Family Office

Family Office

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

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

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

BMF Wealth
Difference

Investing for the Future October 2021

In April 2018 we wrote a newsletter titled “A Paradigm Shift” followed by another one in January 2019 titled “A […]

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Creating, Growing and Protecting Client Wealth for Over 40 Years March 2021

On the 1st of March 1981, Barry Mendel founded a Financial Services business starting in a small, windowless office in […]

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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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