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.
We achieve this through:
Personal, Caring Hands-on Approach
For over 40 years, BMF Wealth Clients have relied on the personal attention of a Director as a trusted and valued advisor. A second Director also becomes familiar with your important issues to always ensure continuity of service and a high standard of experience and expertise.
Some of our Directors sit on numerous external boards, sometimes as formal board representatives and other times as members of the Advisory Council. Our Directors may also serve as representatives for non-resident Clients assisting them with their Australian matters.
Solutions Driven Expertise
BMF Wealth provides the expertise and commitment Clients seek for their wealth creation, protection and preservation. Always exploring opportunities, we leave no stone unturned and conduct a thorough ‘deep-dive’ analysis before we make our final recommendations.
When providing investment proposals, our recommendations are ones that we are invested in ourselves and have committed to. Our history of Client success and continuity proves our intensive and committed approach works.
Integrated Private Client and Family Office Service
BMF Wealth provides the specialist multi-faceted expertise and services you require all under one roof. Whether your needs are Family Office, Wealth Management or succession and intergenerational planning, our experience and depth of knowledge is vast and proven.
We are privately owned and have a strong network of alliances and global relationships to broaden our reach and capabilities.