Building and preserving wealth requires strategic decisions. BDO’s expertise covers investment planning, asset management, tax planning and financial strategies to optimise your wealth accumulation and protection.
- Do you have an opportunity to invest a lumpsum? Receiving an inheritance?
- Can you afford to stop working?
- Do you know how much is enough for you?
- Are you considering emigrating from South Africa?
- Are you administering a family trust?
- Are you buying or selling property?
Our WealthQs services cover every aspect of wealth management:
Strategic investments
Lump sums, inheritances, retirement—let’s optimise your wealth through smart investments.
Financial independence
Can you afford to stop working? We’ll calculate the magic number for you.
Emigration planning
Moving abroad? We’ll ensure your wealth moves with you.
Trust administration
Administering family trusts? We’ve got the legal and financial expertise you need.