Australian Financial Services Licensee Number: 523831
WHAT WE DO
Our Financial Services in Neutral Bay
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
BHPW provides personalised financial advice in Neutral Bay for individuals, families and business owners seeking practical guidance across their financial journey. Our experienced financial advisers help clients understand their financial situation, establish clear financial goals and develop a tailored financial strategy for their future.
Our financial planning approach covers areas including superannuation, Self-Managed Super Funds (SMSFs), retirement planning, investment planning, life and trauma insurance, income protection insurance, debt management and intergenerational wealth transfer. Whether you are building wealth, preparing for retirement or looking to strengthen your financial security, we provide advice based on your individual financial needs and circumstances.
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 Planning for Neutral Bay Clients
Since 2012, Bowden Hayes Private Wealth has helped individuals, families and business owners make informed financial decisions through practical financial planning and financial advice. We work with clients in Neutral Bay and surrounding areas, taking the time to understand their objectives, priorities and broader financial circumstances.
Our financial advisers can 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. Our goal is to help you establish a clear financial plan that reflects your circumstances, supports your financial goals and provides a considered approach to your financial future.
Areas We Serve
Supporting clients with tailored strategies for their financial future.
Eastern Suburbs
Sydney CBD
Macquarie Park
Lane Cove
Neutral Bay
Chatswood
Epping
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 Neutral Bay do?
A financial adviser in Neutral Bay helps individuals, families and business owners understand their financial situation, establish financial goals and develop an appropriate financial strategy. Depending on your circumstances, this may include financial planning, superannuation, retirement planning, investment advice, insurance and debt management.
How can financial planning help me achieve my financial goals?
Financial planning provides a structured way to understand your current position and work towards your financial future. A financial adviser can consider your financial needs, priorities and circumstances when developing a financial plan designed to support your longer-term objectives and financial security.
What financial services does BHPW provide?
Bowden Hayes Private Wealth provides financial advice and financial services across superannuation, Self-Managed Super Funds (SMSFs), retirement planning, investment planning, life and trauma insurance, income protection insurance, debt management and intergenerational wealth transfer.
Can a financial adviser in Neutral Bay help with investment decisions?
Yes. BHPW provides investment advice and investment planning as part of its broader financial planning services. Your adviser can consider your financial situation, objectives and goals when developing an appropriate investment strategy and reviewing your existing investment arrangements.
Can BHPW help with retirement and superannuation planning?
Yes. BHPW provides retirement planning and superannuation advice to help clients prepare for their financial future. Your adviser can consider your existing superannuation, investments, retirement objectives and broader financial circumstances when developing an appropriate strategy.
Does BHPW provide financial advice for families and business owners?
Yes. BHPW works with individuals, families and business owners in Neutral Bay, providing tailored financial advice based on each client’s financial needs, goals and circumstances.
How do I get started with a financial adviser in Neutral Bay?
You can contact Bowden Hayes Private Wealth to discuss your financial situation, financial goals and financial needs. An initial conversation gives you an opportunity to understand your options and determine whether professional financial advice is appropriate for your circumstances.
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.