BG Private Clients has a team of specialists in financial planning and funds management. We build your wealth, and foster long-lasting relationships by listening, before responding to your needs.

Covering portfolio management to superannuation, tax-planning investments to salary packaging, BG Private Clients provides a diverse and comprehensive range of result-driven services. We have a strong reputation within the industry and have further added to this strength by securing our own Australian Financial Services Licence (AFSL).

All services are provided as a Corporate Authorised Representative of BG Wealth Management Pty Ltd (ABN 14 127 520 558, AFSL 496348).

Our specialist advice areas include but are not limited to:

  • Wealth creation and advice across a diverse range of investment options
  • Tax-saving strategies
  • SMSF advice
  • Superannuation advice
  • Retirement Planning
  • Aged Care
  • Estate planning
  • Wealth protection

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