• 26 March 2026
  • Barry Mendel

This week marks a milestone that fills me with profound gratitude and pride as it’s
45 years since I founded BMF Wealth in March 1981.

I look back on this journey with immense satisfaction, knowing that what began as a small operation has grown into a trusted guardian of wealth for so many remarkable individuals and families. From the very beginning, my vision was simple yet unwavering – to help clients build, grow, and above all, protect their wealth, not just for themselves but for their families, their children, grandchildren, and beyond.

Over these 45 years, we have had the honour of serving many clients navigating countless market cycles, economic challenges, and periods of uncertainty, always with a steadfast focus on preserving what is often irreplaceable.

I am deeply proud that today BMF Wealth manages over A$1.6 billion in client assets.

These funds are carefully and thoughtfully diversified across a broad range of asset classes – both here in Australia and internationally – including gold and silver bullion, equities, fixed income, property, alternatives, and more. We spread investments across custodians, countries, and currencies, always placing the return of capital ahead of the return on capital.

One decision we made early on that has proven especially rewarding was our pioneering embrace of gold. We were among the first to advocate strongly for including both physical gold bullion and high-quality gold shares in portfolios. Over the decades, this allocation has paid off handsomely – serving as a powerful store of value, a hedge against inflation and volatility, and a vital diversifier during turbulent times. It has helped protect and enhance wealth when many other assets faltered. Another great decision was to invest in silver (both directly and indirectly) which has even outperformed gold over the past year.

As you’re aware, global economic conditions – including in Australia – remain challenging, and factors such as high debt levels in the US add uncertainty to markets. While market movements are beyond our control, we continue to navigate them as carefully as possible and focus on protecting and building on the strong returns we have achieved over time.

Our clients’ and business associates’ trust, loyalty, and partnership has been the true cornerstone of BMF Wealth. I am personally grateful for every conversation and every opportunity to meet over these many years.

We will continue to deliver growth and protection for our clients’ wealth, guided by the principles that have defined us from day one: full alignment of interests (as my fellow directors and I invest alongside our clients), unwavering commitment and dedication, rigorous due diligence, pursuit of excellence, decades of accumulated experience and expertise, intellectual inquisitiveness, genuine passion for what we do, and – most importantly – exceptional, personalised service.

Looking forward, you have my assurance that our commitment remains as strong as ever including from my dedicated, trusted CEO and co-Directors Jill, Brad and Justin, without whom we could not have achieved our success for you.

I encourage you to look at our website www.bmfwealth.com for Newsletters and videos of BMF Wealth we have posted over the years which reaffirms how we think.

Disclaimer

This publication has been prepared by BMF Asset Management Pty Limited (ACN 092 277 971, AFSL 224035), to provide you with general information only. In preparing it, we did not take into account the investment objectives, financial situation, or particular needs of any person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information without consulting us or your financial adviser.

Barry Mendel

About The Author

Barry Mendel

Barry Mendel is the Founder and Executive Chairman of BMF Wealth and associated companies. He is highly respected as a business, taxation and strategic advisor and has acted on behalf of prominent individuals and companies, both locally and internationally. He is a Member of the Institute of Chartered Accountants in Australia and is also a registered CPA. He specializes in Asset Management and Wealth Creation Strategies and is qualified in ASIC’s prescribed training for Financial Planning Professionals.

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