Australian Financial Planning

With three offices in Australia – in Sydney, Melbourne and Perth – bdhSterling provide a locally based, full financial planning service to our clients.

As an established financial planning practice, since 1988, the Perth office has been providing a
full suite of financial and accounting services with the “client first” focus. This model has been replicated across all three of our offices in Australia. Our aim is to take time to listen and discover what is important to you, as we help you to achieve your financial goals and objectives.

Amongst the key areas of service that we help you with are:

  • Budgeting
  • An in-house investment management service
  • A one-stop shop service for Self-Managed Superannuation Funds (SMSF) – Clients can have a full Administration/Compliance and Investment Management service all under one roof.
  • A direct share service – allowing clients to buy/sell shares through our office. There is no need for a separate stockbroker.
  • An investment service allowing clients to view their investment portfolios anytime they want via website client login.
  • A full suite of accounting services.

 

process1

process1

Knowing you

  • Introductory meeting
  • Talk about your goals and objectives
  • You find out about us
  • Can we work together
process1
process2

process2

Research
& Analysis

  • Collating information from your existing providers
  • We build a financial strategy for you
process2
process3

process3

Present
our analysis

  • Present to you our recommendations designed
    to achieve your goals
process3
process4

process4

Implementation

  • Proceed with agreed
    recommendations
process4
process5

process5

Maintain
the plan

  • We provide ongoing advice for you
  • Regularly review your plan and evolve the strategy
process5