WorkQs

Are you a business owner or are you working?

WorkQs are the moments in your career that shape your financial path – whether it’s a career change, a job promotion, starting or selling a business, or planning for retirement. These pivotal moments are key to your financial wellbeing, and we’re here to guide you through them with confidence. At BDO Wealth, we understand how important these work-related decisions can be, and we’re by your side to help you make informed financial choices. 

Consider us your financial guide as you navigate:

Legal documents

Have you thought about the legal documents, like wills, trusts or contracts, that could impact your career or business decisions? 

Legal Wealth Advice

Trust Administration

Estate Administration

no longer working

Will you have enough when you’re no longer working?

Financial Planning

Cash Management


cover

Do you have the right life, disability and dread disease cover to protect your income and your loved ones?

Financial Planning

Business insurance

Do you have the right business insurance in place, such as key person cover and how to transfer ownership in the event of death?

Financial Planning

Tax strategy

Are your strategies to grow and protect your wealth tax effective?

Financial Planning

Financial Planning

Is your investment mix aligned with your financial goals?

Financial Planning

Employee Benefits

Are you providing sufficient benefits for your employees?

Employee Benefits

Health

Do you have healthcare solutions that suit your work and life?

Healthcare