Wealth

Wealth

Are you making the most of every money moment in your life?

If you’re not sure, you should get in touch. We specialise in creating a return on ‘life’, not just your financial investments. Think of us as a guide to help you through the everyday decisions you make about money? Those decisions that make the biggest impact on your ability to grow wealth. We call these LifeQs . And whether you’re getting married, buying or selling property, having kids, we can guide you so that these LifeQs are remembered for the right reasons, not the potentially bad financial impact they could carry.

So if you would like to make sure that every cent you earn is used to its full potential, give us a call. We’d love to help you.

Our Manifesto

How we work:

We use LifeQs as little triggers to ensure that when the big moments of your life happen, you make the right financial decisions that will give you the biggest return on your life.  

Because, if you can make the most of these:

  • WorkQs
  • FamilyQs 
  • HealthQs 
  • WealthQs 
  • LegacyQs 

You can make the most of your life.  

Lifeqs

As your financial guide, we are there for you at every life stage. Our services are designed to cover every aspect of life from financial planning to trusts, companies and estates. 

We start by looking at you, the individual, and what you’re likely to go through in each of your life stages. 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.

BDO Wealth Advisers is an FPI Approved Professional Practice™. This means that the Financial Planning Institute of South Africa (FPI) recognises us as a professional practice that offers financial services of the highest standard. 

The FPI is recognised by the South African Qualifications Authority as the professional association for financial planners in South Africa. It sets the standards for financial planning in the country and is the only institution in South Africa to offer the CFP® certification. 

BDO was named the FPI Approved Professional Practice of the Year, 2020. This endorsement recognises that we are a 
business which has set the benchmark for professionalism and standards in financial planning in South Africa and is a 
prestigious achievement for our team. 

FPi

Contact Us

Speak to our team