Australian Financial Services Licensee Number: 523831
WHAT WE DO
Our Services
Tailored financial solutions to help you build and protect your wealth
Estate Planning
Protect your assets and ensure your wishes are carried out with confidence.
Intergenerational Wealth Transfer
Preserve and transfer wealth across generations.
Investment Planning
Build long-term wealth with investment strategies tailored to your financial goals.
Personal Protection
Protect yourself and your loved ones with insurance solutions for life's unexpected events.
Pre-Retirement Planning
Prepare for retirement with strategies for a smooth transition into the next stage of life.
Retirement Planning
Enjoy retirement with tailored strategies for income, investments and lifestyle planning.
Self-Managed Super Fund (SMSF)
Take greater control of your retirement savings with expert SMSF guidance.
Small Business Consulting
Supporting business owners with practical advice to grow and protect their business.
Superannuation Advice
Make the most of your superannuation with personalised advice to maximise your retirement savings.
Tax Planning
Develop tax-effective strategies that support your financial goals while helping improve long-term outcomes.
Wealth Creation
Grow your wealth with personalised financial strategies designed to achieve your long-term financial objectives.
Debt Management
Strategies to help manage debt, improve cash flow and create a stronger financial foundation for your future goals.
NO STRESS. NO OBLIGATION.
Your Initial Consultation Is Complimentary
Financial advice should be clear, approachable and tailored to your needs. Your complimentary initial consultation gives you the opportunity to discuss your goals, understand your options and decide whether we’re the right fit, without any obligation.
WHY CHOOSE BHPW
Your Future, Our Commitment
Experienced Advisers
Practical, real-world financial advice since 2012.
Tailored Strategies
Financial solutions designed around your unique goals.
Long-Term Relationships
Supporting you through every stage of your journey.
Personalised Advice
From simple to complex advice, delivered with care.
ABOUT BHPW
Bowden Hayes Private Wealth
Since 2012, BHPW has been helping individuals, families and business owners make informed financial decisions through practical, personalised financial planning. Our advisers provide guidance across superannuation, Self-Managed Super Funds (SMSFs), retirement planning, investment planning, life and trauma insurance, income protection insurance, debt management and intergenerational wealth transfer.
Based in Sydney, our experienced advisers work closely with clients to develop tailored financial strategies that align with their goals, whether it’s growing wealth, planning for retirement or protecting what matters most.
CLIENT TESTIMONIAL
Helping Clients Make Confident Financial Decisions
“The team at BHPW took the time to understand my financial goals and explained everything in a way that was easy to follow. Their personalised advice has given me confidence in my financial future, and I always feel supported whenever I need guidance.”
— Mara D., Sydney NSW
“Professional, knowledgeable and genuinely easy to work with. The team explained everything in plain English and made the whole process much less overwhelming than I expected.”
— DL., Sydney NSW
“As a small business owner, I needed financial advice that considered both my business and personal goals. BHPW provided practical strategies that were tailored to my situation, and I appreciate their honest advice and ongoing support.”
— Micha, Sydney NSW
Our Service Areas
Financial Advice Across Sydney
BHPW provides personalised financial advice to individuals, families and business owners across Sydney’s Lower North Shore and surrounding areas. Our experienced advisers help clients with wealth creation, retirement planning, superannuation, investment strategies and protecting their financial future.
Whether you’re planning for retirement, building wealth or reviewing your financial strategy, we’re here to provide practical advice tailored to your goals.
Areas We Serve
Supporting clients with tailored strategies for their financial future.
GET STARTED
Ready to Build Your Financial Future?
Whether you’re growing your wealth, planning for retirement or protecting what matters most, our experienced advisers are here to provide practical, personalised financial advice.
FAQs
Frequently Asked Questions
Common Questions About Financial Adviser Sydney
What does a financial adviser in Sydney do?
A financial adviser in Sydney helps individuals, families and business owners understand their financial situation, set clear financial goals and develop a tailored financial strategy. This may include financial planning, wealth management, retirement planning, superannuation, investment planning and personal protection.
How can financial planning help me achieve my financial goals?
Financial planning helps you understand your current position and create a practical financial plan for your future. A tailored strategy can help you make informed financial decisions, manage your wealth, prepare for retirement and work towards greater financial security and independence.
What financial advice does Bowden Hayes Private Wealth provide?
BHPW provides personalised financial advice across superannuation, Self-Managed Super Funds (SMSFs), retirement planning, investment planning, life and trauma insurance, income protection insurance, debt management and intergenerational wealth transfer. Advice is tailored to your individual financial situation and goals.
Can a financial adviser help with retirement planning and superannuation?
Yes. BHPW provides retirement planning and superannuation advice to help you prepare for your financial future. This can include reviewing your superannuation, considering retirement income needs and developing an appropriate retirement strategy based on your circumstances.
Can BHPW provide investment advice and investment planning?
Yes. Investment planning and investment advice can form part of your broader financial strategy. Your adviser can help you consider your objectives, financial situation and goals when developing an appropriate investment strategy and considering your investment portfolio.
Where does Bowden Hayes Private Wealth provide financial advice?
BHPW is based in Sydney, NSW and provides financial planning and advice across Sydney, including Sydney CBD, Macquarie Park, Lane Cove, Neutral Bay, Chatswood, Epping and the Eastern Suburbs. The Areas We Serve section provides further information about the locations BHPW services.
How do I get started with financial advice in Sydney?
You can contact Bowden Hayes Private Wealth to discuss your financial situation, financial goals and financial future. An initial conversation allows you to understand your options and whether professional financial guidance and a tailored financial strategy are appropriate for your needs.
Visit Our Office
Level 5, 115 Pitt Street Sydney NSW 2000 Australia
(02) 9221 9442
Monday – Friday
9:00 AM – 5:00 PM
Book a Free Consultation
Book a complimentary consultation with one of our experienced advisers.
Disclaimer Bowden Hayes Private Wealth is a Corporate Authorised Representative of Templestone Financial Services Pty Ltd (ABN 99 641 075 952), Australian Financial Services Licence No. 523831. Any advice provided on this website is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider obtaining personal financial advice before making any financial decisions.