Bowden Hayes Private Wealth are a boutique financial services provider based in Sydney. We help plan strategies that allow you to take control of your financial future. Our business is all about you, building relationships with you and your family to secure each generations’ financial wellbeing.
The team at Bowden Hayes Private Wealth strives to provide you with a plan that will create and protect your wealth over the long term while dealing with your day-to-day financial needs and challenges. We are committed to client service excellence and ongoing professional development.
Our clients are selective about who they choose to partner with and once partnered with Bowden Hayes Private Wealth, have experienced quality financial planning advice and transparency to ensure both financial and life goals are achieved.
More than a million Australian have invested hundreds of billions of dollars into self-managed super funds to take control of their financial future.
Are you looking to take control of your retirement through super? As a self-managed super fund trustee, you decide how your fund is managed, and control where your money is invested.
Insurance is a form of protection, while it doesn’t remove the risk of something going wrong, it is a way to protect yourself, your family and the things you own if something does happen.
It is important for everyone, and as you move through life your need for insurance will change. There are many different types of insurance, and we can help you find the right level of protection you need.
If you’re thinking about retirement, it’s important to consider where you’ll get the money you’ll need to live on and set up a plan to make it last.
By not implementing the correct strategy and structure for your investments, you may be leaving some very lucrative tax breaks off the table.
If you’re on a gradual move to retirement, you can keep working while drawing down some of your super benefits through a transition to retirement pension (TTR).
In order to be eligible, you must have reached your preservation age, which is between 55 and 60 depending on your date of birth.
Looking to invest in property for a family home, retirement income or to save more money? The reason why you want to invest will have a big impact on your property strategy.
You need to think about why you want to invest in property to make sure you get it right with your property investment.
There are many approaches to building your super balances. We believe the first step towards financial freedom is to consolidate your accounts.
Picking the right super fund for you is about your needs at your stage of life and may not necessarily be the fund your employer chooses as a default.
“It was so pleasing and satisfying that we could be assured of a comfortable retirement. BHPW has provided us with a means to live our lifestyle from their advice and their service has more than exceeded our expectations.”
“Our BHPW adviser is readily available for consultation, is competent and regularly reviews our portfolio and advises of changes we should consider with supportive data.”
“Nick is professional, conscientious and takes a personal interest in my financial welfare. He is efficient and timely in his advice. Reviewing and updating me on my portfolio regularly.” Sarah, client since 2013
“I am absolutely delighted with your service. It has been really refreshing to work with financial advisors who take the time to get to know their clients, their circumstances, values and aspirations. I have already referred two family members to your practice and they have been very impressed with your service!”
“I have to admit I didn’t think much about super until I was approaching 60 and retirement was on the horizon. Only after working with your team did I realise there was such a financial benefit to seeking advice. I am thousands of dollars better off each year due to your advice and tax planning strategies. I would happily recommend your services to my friends & colleagues!”
“Ian and I would like to thank you for the work you have done for us setting up and advising our SMSF. Your knowledge, professionalism and attention to detail with which you have handled our financial affairs could not be faulted. Your expert advice on financial planning issues has saved us significant amounts of money and given us the confidence to relax and enjoy a stress-free retirement. ”
The world of investing can be confusing and scary at times. But fortunately, the basics of investing are timeless and some investors (often the best) have a knack