Services We Provide at BHPW
We tailor our services to your goals and the type of life you want to lead.
Our Financial Advisory Services
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.
Risk advice – protection for what matters most.
Insurance is one of life’s necessities. As you progress through life, you want to make sure you have the right type of insurance, with the right level of cover, to protect you and your family if anything happens to you. We’ll help you navigate your insurance options to find the most suitable type of cover at the best price.
If an insured event does occur, Nick and the BHPW team will be there every step of the way to help manage the claims process. This will allow you and your family to focus on what’s most important, getting better.
Life insurance
Income protection
Total and permanent disability
Trauma
Investment planning – tailored investment solutions.
There are a lot of investment options out there, and it can be hard to navigate them on your own.
We provide guidance on how to establish and manage a successful investment portfolio that matches your unique investment needs and goals.
Whether you’ve received an inheritance and are unsure of the best way to invest it, or you want to know how to get better returns from your money, we provide safe and supportive advice that will get you excited about investing.
Share portfolios
Exchange-traded funds (ETF)
Managed funds
Risk management – Portfolio construction
Asset allocation
Insurance bonds – Cash and income bucketing strategies
Small business consulting – business consulting for small businesses with big ambitions.
As a small business owner, it can be tricky to find the time to manage your business and personal finances efficiently.
We help plug the gaps by liaising with your accountant and lawyer, providing advice about how to take the next step with your business, and keeping you accountable with regular check-ins.
By freeing up some of your time – and reducing your mental load – you can focus on doing what you do best.
Goal setting and tracking
Business coaching and advice
Performance analysis
Cashflow and debt management
Estate and succession planning
Advice on business structures and family trusts
Pre-retirement and retirement planning – preparing for the next stage of life.
Transitioning to the next stage of your life is a big deal. And like anything important, it takes a fair bit of planning.
We’ll work closely with you while you’re still employed to help you make the most of any superannuation and tax mitigation strategies available to you, so you can maximise your retirement savings. We’ll also make sure your investment portfolio is working as hard as it can to build your wealth.
Once it’s time to retire, we’ll help you establish a retirement income stream and sort out your estate planning so you can enjoy your retirement knowing that you have everything under control.
Transition-to-retirement pension
Superannuation and tax strategies
Establishing a retirement income stream
Portfolio management
Estate planning