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

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,…

Read More

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…

Read More

Why you should update your Will

Why you should update your Will

December 2018

An uncomfortable heading I know, but one that needs to be addressed and preferably sooner than later – especially if…

Read More

What to do when cracks appear

What to do when cracks appear

November 2018

“Stock Rout Slams Asia After US Slide” “Asia Stocks Lost $5 Trillion This Year With No End in Sight” “Hong…

Read More

Investing in the current stage of the cycle - it is what it is

Investing in the current stage of the cycle – it is what it is

October 2018

“The stock market is filled with individuals who know the price of everything, but the value of nothing.” Philip Fisher The…

Read More

paradigm shift

A Paradigm Shift

April 2018

We are now back in Sydney after a great research trip around the world where we confirmed our investment views…

Read More

Contact Us For A Strategy Session