Your Financial Advice Partner

Guiding you to make informed decisions for your financial future.

Services We Provide

Risk
Advice

Helping you navigate your life insurance and income protection options to make sure you have the right level of cover. 

Investment
Planning

Guidance for establishing and managing a successful investment portfolio that matches your unique investment needs and goals.

Small Business Consulting

Business coaching, performance analysis, and setting you on the right path to achieve your business and personal goals.

Pre-Retirement and Retirement Planning

Advice on how to make the most of superannuation, tax and investment strategies as you transition through the different stages of your life.

No Stress, No Obligations

Financial advice doesn’t have to be intimidating. We cover the cost of the initial meeting so you can get a feel for the advice process and work out whether you want to go ahead. If you do require detailed financial advice, we’ll break down the costs for you so there are no surprises.

BHPW is the financial advice partner you’ve been looking for.

Since 2012, BHPW has been helping people improve their financial future by providing practical, real world advice about superannuation, retirement and investment strategies. 

We’re a Sydney-based financial advice business that provides guidance to small businesses and individuals at all stages of life. Our aim is to help you generate wealth, improve your financial confidence, and make informed decisions that will set you up for success.

From simple to complex advice needs.

No matter what type of advice you need, we’re here to guide you in the right direction. You can count on us to provide expert advice delivered in a friendly and supportive way.

Who We Help

Families

Professionals

Pre-Retirees

Retirees

Call Us to Book a Free Consultation