Creating, Growing and Protecting Your Wealth for Over 40 Years
BMF Wealth is a leading Australian wealth management and family office with over 40 years of experience. Founded in 1981, our firm has evolved alongside the needs of our clients, providing tailored solutions to help them create, preserve, and protect their wealth.
Our Expertise
We offer a comprehensive array of services designed to cater to the diverse needs of our affluent clientele. Our expertise spans the following areas:
Wealth Preservation & Creation Strategies
We develop personalized plans to mitigate risks and maximize returns, ensuring the security and growth of your wealth. These strategies are tailored to each client's individual financial situation and goals.
Private Banking & Treasury Services
We partner with leading banks to offer secure and tailored solutions for managing your financial assets. Our dedicated team works closely with you to choose the right banking partners and products.
Estate Planning & Asset Protection
We provide comprehensive guidance on estate planning, including wills, trusts, and asset protection strategies to safeguard your financial legacy.
Family Office Services
We assist families in preserving wealth across generations through family governance, succession planning, and education initiatives.
Significant Investor Visa Wealth Management
We guide clients through the process of obtaining an Australian Investor Visa by investing in eligible government-backed securities.
Our Values
At BMF Wealth, our core values underpin our commitment to delivering exceptional client experiences:
- Integrity: We uphold the highest ethical standards and maintain absolute transparency with our clients.
- Expertise: Our team of experienced professionals possess deep knowledge and understanding of wealth management and financial planning.
- Client-Centricity: Your needs and goals are our top priority.
- Innovation: We embrace advancements in wealth management technology and industry trends.
A Client-Focused Approach
Our personalized approach and dedication to open communication ensure your needs are understood and met. We pride ourselves on offering a hands-on, collaborative experience throughout your journey.
