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Bring wealth to life

You’ve worked hard for your money. But is it working for you? Real wealth is being able to live the way that you and your family want, today and tomorrow. We help you translate your material success into a rich and fulfilling life.

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Your Questions answered

Are my future life and financial plans secured?
What’s the most meaningful way to pass on what we have?
When can I slow down?
Will my wealth deliver on my dreams?
How will we maintain our lifestyle in retirement?
Can I achieve more balance in my life?

If you’re a successful business owner, senior executive or partner sharing those thoughts, then you’re like many of bdb clients.

How can bdb help you? Why do you need a financial planner? We answer these and many more of our clients’ typical questions in a series of short and helpful films.

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Our 360° financial planning process

News & Events

  • Why invest when I can get 6% on cash?

    September 03, 2023

  • Do you know the rule of 72?

    May 03, 2023

  • Budget 2023 - Pension Changes

    March 17, 2023

  • Lorraine's story

    Lorraine describes how we helped her redefine her definition of wealth, understand the real value of time and see how change is possible despite how impossible it felt at the time.
  • Neil and Alison’s story

    If we hadn’t worked with bdb we might have just protected all our money in a very traditional way. They’ve helped us to think more broadly about what might happen in the future.
  • Peter’s story

    It’s not about money any more. It’s about them understanding what we require from our future. I trust them implicitly, now that I know that they understand what we want to do.
  • Scott and Jo’s story

    The massive benefits that we’ll reap from working with bdb are things to come in the near future. And our kids will benefit too, because we’ve made more future provision for them than we would otherwise have done.

Complete your success story today.

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