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Wealth Advisory
Guiding you towards good financial choices

WEALTH ADVISERS WITH A DIFFERENCE

Wealth Advisory Overview

BDO Wealth Advisers offers a full range of wealth advisory and financial planning services to individuals, trusts, companies and estates.

As your trusted financial partner, our goal is to help you:

Organise your finances and fully understand your portfolio.
Stay accountable for achieving your financial and life goals.
Access objective guidance and expert advice.
Be proactive about decisions that will impact your future.
Feel empowered with knowledge about your finances.

Everyone should have the opportunity to live the life they want. We can help you get there.

Download our brochure

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

The FPI is recognized 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 recognizes 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.