To us, the most important part of a Will is a Roadmap we create for a Client enabling that Client’s Estate Planning and Wishes to be incorporated into the Will. Our expertise and understanding of the Client’s family, corporate structure and investments owned is critical in briefing the best lawyers who are accredited in Wills and Estate Planning. We are able to act as Executors, Trustees of Testamentary Trusts and Appointors bringing our professional expertise to the beneficiaries in accordance with the wishes of the Testator.
Ensure the assets and wealth you accumulate during your lifetime, remain with your loved ones after you pass away. Provide your spouse/partner, children, grandchildren, family and other beneficiaries security for their future.
Our rich heritage stretches over four decades, we have helped thousands of clients and their families to maximise their inheritance for the people they love. First and foremost, our priority is you, and ensuring your estate goes to the right people, at the right time, and in the right way.
BMF Wealth provides professional, qualified estate planning services, including assisting with the drafting of Wills, Will Trusts, Lifetime Trusts Guardianship and Enduring Power of Attorney.
We deliver a personal, reassuring and reliable experience to all our clients. Let us help you to create a bespoke estate plan, so you are left safe in the knowledge, that those you care for have everything they need once you’re gone. Obtain ultimate peace of mind, and moreover, the ability to make life as easy as possible for you and your family.
As with estate planning, we approach the matter of asset protection similarly whereby our Clients’ assets are protected against potential future claims arising from their businesses, professions, and potentially estranged family members.
- We help to minimise the emotions associated with succession planning.
- Transfer of wealth to the next generation (there are many ways to get this wrong!)
- Assisting with dialogue and constructive conversations regarding wealth management and succession planning.
- We help you protect your assets against potential future claims arising from businesses, professions, and potentially estranged family members.
- We will guide you through step by step protecting your assets, with personal, caring hands-on approach.
- We have multiple research sources available both in Australia and around the globe to support our high conviction recommendations and advice to our clients.
- Our many counter-party relationships provide us with fresh insights. Our Clients, who represent a broad spectrum, are a rich source of “on-the-ground” knowledge into the industries in which they operate.
Our mission at BMF Wealth is to provide global expertise in Wealth Management, Family Office and Estate Planning combined with excellent client service, delivering results beyond expectations.
Over the past 40 years, BMF Wealth has managed the needs of High Net Wealth individuals, from CEO’s and Directors to Entrepreneurs, Professionals, Families and their Corporate Entities and Trusts.
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.