COMPANY DESCRIPTION
At BDO Wealth Advisers, we’re here to guide you through all your wealth and financial planning needs – whether you’re an individual, a family trust, or a business. Our goal is to make your financial journey smoother and more rewarding.
Think of us as your financial guide, helping you make confident decisions that can grow and protect your wealth.
With four offices across South Africa, our team of experts – including CERTIFIED FINANCIAL PLANNER® professionals, Legal Advisers, and Fiduciary Professionals – is ready to support you every step of the way.
IDEAL CLIENT
We work with individuals, families, trustees, and businesses who appreciate expert advice and see the value in managing their wealth smartly. Our ideal clients are those who want holistic guidance for their personal, business, and trust assets, and who see us as their partner in securing their financial future.
FINANCIAL PLANNING PHILOSOPHY
At BDO Wealth Advisers, we understand that life is filled with everyday money moments that shape your journey. We’re more than advisers for a single event – we’re your financial guide for all the moments that matter.
We help you create a return on ‘life’, not just your financial investments. Think of us as a guide to help you through the everyday money moments. Those decisions that make the biggest impact on your ability to grow wealth. We call these LifeQs – moments when life sends you a cue that will impact on your financial goals or wellbeing. And whether you’re getting married, buying or selling property, having children or planning for your retirement, we can guide you so that these LifeQs are remembered for the right reasons.
Your LifeQs can be categorised into moments which make up your universe of life experiences. We are your financial guide to help you navigate these moments:
- WorkQs
- FamilyQs
- HealthQs
- WealthQs
- LegacyQs
We start by understanding what’s important to you – your history, your principles and your goals, as well as every LifeQ possibility. From there, we’re able to help you:
- Organise your finances and fully understand your portfolio.
- Be proactive about decisions that will impact your future.
- Feel empowered about your finances and access guidance at every step.
- Stay accountable for achieving your financial and life goals.
We guide you through any financial concerns or challenges and offer advice and expert insights where we see opportunities.
PROFESSIONALISM
At BDO, professionalism is all about upholding quality standards, like those set by the FPI, which form the foundation of our practice. And it’s also about how we engage with you. We believe in authenticity, honesty, and building genuine relationships with our clients.
By committing to high ethical standards, having open and honest conversations, and focusing on what matters most to you, we’re able to guide you toward achieving your financial goals. We believe that being your financial guide goes beyond just planning – it’s about walking the journey with you.
FINANCIAL PLANNING FEE
At BDO, we believe in being transparent about our fees. Depending on the service you need, there might be a once-off fee for a specific engagement or a recurring fee for ongoing guidance and advice.
We’ll outline everything clearly in an engagement letter and service level agreement, so you know exactly what to expect.
SERVICES
Our full range of services is detailed on our website at www.bdowealth.co.za, but here’s a quick look:
- Financial Planning
- Trust Administration
- Wealth Legal Advice, including Estate Planning
- Employee Benefits and Healthcare
- Deceased Estate Administration
OTHER
At BDO Wealth Advisers, we’re proud to focus on a few key initiatives each year:
- Talking Trusts: Since 2020, we’ve hosted webinars and podcasts to guide trustees through their fiduciary responsibilities, covering practical topics on trust asset management.
- University of Johannesburg (UJ) Trusted Adviser: Since 2016, we’ve been supporting the future of South Africa’s financial planning professionals by contributing to the development of Certified Financial Planners®.
- Financial Literacy eBook: Every year, during Global Financial Planning Week, we launch a practical guide to help you better manage your money and wealth.
- Trainee Financial Planner Program: Launched in 2017, this 2-year program helps BCom Financial Planning graduates kickstart their careers as CFP® professionals.
- Workshops and Webinars: We regularly host workshops on important topics like wills, retirement planning, and employee benefits education.
Visit our website (www.bdowealth.co.za) and click on ‘Wealth Insights’ to download our eBooks, or check out our webinars, workshops, and podcast recordings.