Already living in Australia?
With three offices in Australia – based in Perth, Sydney and Melbourne (along with a satellite office in Brisbane) – we can help Australian citizens and residents across the entire country on their journey to financial freedom.
Peace of mind for your financial future
Understanding how to manage your money and having a plan in place plays a huge role in creating the life you want. But it can often be hard to know where to begin – and that’s where a helping hand can make all the difference.
Here at bdhSterling, we’re experts in helping all kinds of people realise their aspirations through the power of financial planning. We use our deep knowledge of the market to help you map out the possibilities. We then create a bespoke plan to help you achieve them – all within the realm of your financial capabilities.
Whatever stage of life you’re at, and whatever your goals, we’re here to guide you.
Here’s how we can help…
Real financial planning
We provide a genuinely client-focused service. That means we put your goals and aspirations at the centre of everything we do, and build a bespoke financial plan around them to set you on the path to success.
Our planners can effectively help you establish whether you have enough to meet your long-term goals, and help you make key decisions allowing you to realise what truly matters. Real financial planning looks at the bigger picture to ensure your finances are aligned with your aspirations.
If you’re starting to think about your retirement, you may be wondering how much you’ll need to retire comfortably. We’ll work with you to help ensure you can both retire when you want, and maintain your preferred lifestyle when you do. Along with financial forecasting, we’ll help you understand the options available to you and how to get the most out of your scheme, so you’ll have clarity and confidence in what’s to come.
You may also want to leave a legacy to your family, and we can help you structure your retirement assets to maximise what is passed to the next generation in a tax efficient manner.
We offer an array of investment options depending on your circumstances, always ensuring your money is in safe hands.
Through our in-house investment committee, we’ll help you find the options and portfolios to suit your needs and risk appetite. You can keep track of your investments with online access and our dedicated client services team are always on hand to assist you.
It’s important that we’re set up to provide you with an ongoing service, so we can continue to meet your needs as they progress and evolve.
We’ll typically meet with you at least once a year to review your situation and make any necessary changes to your plan.