Financial Services - N/A, N/A, AU
Our ► Wealth Management and ► Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme volatility. Our independently owned companies, BMF Asset Management Pty Limited and BMF International Asset Management Pty Limited each hold their own Australian Financial Services License which allows us to provide unfettered advice. We have strong International relationships with some of the world's major financial institutions which enable us to execute investment strategies globally. In making investment recommendations we align our interests with those of our Clients by investing first or alongside them. We take a collaborative approach to ensure Clients retain control of their investments and the direction of their overall strategy. Our approach to managing our Clients' wealth is with a deep sense of diligence, responsibility, conservatism, transparency and caution as we aim to protect and grow our clients' interests. Our Clients deal mainly at Director level and meet with at least one of our Wealth Management directors on a quarterly basis. Clients also have a secondary relationship with at least one other director.
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BMF Wealth is a leading wealth management and family office business based in Australia. With a strong focus on providing unfettered advice, the company holds its own Australian Financial Services License and has established international relationships with major financial institutions. This allows BMF Wealth to execute investment strategies globally and align its interests with those of its clients, investing first or alongside them. The company's approach to wealth management is collaborative, diligent, responsible, conservative, transparent, and cautious. Clients deal directly with directors and meet with at least one wealth management director on a quarterly basis. BMF Wealth's clients include aspiring and high net wealth individuals and families, who benefit from the company's expertise in preserving and growing their wealth, even through periods of extreme volatility. With a deep sense of responsibility and transparency, BMF Wealth is committed to protecting and growing its clients' interests.
We help rich people and families manage their money and make it grow, even when the economy is unstable. We have our own companies, BMF Asset Management and BMF International Asset Management, which allow us to give independent advice. We work with big financial institutions around the world to make investments. We invest our own money alongside our clients' money to show that we believe in the same investments. We work closely with our clients to make sure they are in control of their investments and that we are transparent about what we do. We take our responsibility to protect and grow our clients' wealth very seriously. Our clients usually deal with a director and have regular meetings with them. They also have a second point of contact with another director.