Private Wealth Services

Today, the creation of wealth is an encompassing activity. And at Bearded Dragon Finance, we understand the requirement for a comprehensive service. As such, our service covers portfolio management, financial planning, investment advice, and various other financial assistance.

We understand that our clients trust us to help them in achieving all their financial goals – long-term, medium-term, and short-term. And by employing this comprehensive approach, we accomplish these goals for them and propel them towards a more prosperous future.

We have a team of wealth managers who are skilled and experienced in the management of high net worth individuals and others with unique financial conditions that require constant attention and diligence. Our experts provide our top-notch services to families, business owners, and high net worth individuals.

We have experts on issues such as taxation, investment management, estate planning, and the relevant laws applicable in each respect. Hence, we ensure that your assets, investments, obligations, and overall finances get monitored at all times. We also ensure that you enjoy the best financial decisions to boost the growth of your wealth.

We understand the unique nature of private wealth and the instability of today’s financial and regulatory landscape. Thus, we place our clients in an optimal position that allows them to take advantage of every opportunity while also mitigating risks. And we do this through our comprehensive and professional risk management policies and procedures.

We take the relationships with our clients as a core part of our ideals. And we strive to create a relationship that is long-lasting and based on mutual successes and avoidance of conflicts. With our experience in wealth management, you can count on us to prioritise your financial growth across generations.

Based on the proficiency and wealth of experience of our wealth-managers, we provide quality services in the following key areas:

Succession and Transition Planning

This cover;

  • A general assessment of various succession strategies based on your legal, financial, and family conditions. We conduct our evaluation with consideration for taxation and the economy.
  • Developing a custom succession plan that is fit for you and your business
  • Advising and guiding you through the successful implementation of your succession plan

Superannuation and Retirement Planning

This cover;

  • Advice on the relevant regulatory requirements
  • Recommending the best structure that suits you based on your current financial obligations and future objectives
  • Setup and management of your superannuation investments

Asset Protection

This cover;

  • Recommending appropriate insurance packages and ensuring that every asset is adequately covered.
  • Coordinating the payment of premiums and fulfilling all your other obligations.
  • Giving general advice on risk management


This cover;

  • Advising on the tax-efficiency of current and future charities
  • Recommending the best time for donations
  • Advising on the role played by charitable trusts, donor-advised funds and private foundation in wealth planning
  • Facilitating social and financial responsibility

Legal Compliance and Taxation

This cover;

  • Preparing your annual tax returns
  • Calculating your global tax liabilities
  • Maintaining communication with relevant tax authorities both locally and globally on your behalf
  • Providing necessary information about your foreign investments to the relevant persons and authorities

Investments Planning and Taxation

This cover;

  • Providing you with information about the tax implications of your investments in Australia
  • Recommending the most tax-efficient investments
  • Providing you with information about the effects of exchange rates and foreign currency on your investments
  • Advising you on the use of foreign trusts
  • Advising you on how best to structure both your local and international holdings
  • Advising you on the various investment holding vehicles available
  • Providing general investment advice

Wills and Estates

This cover;

  • Coordinating of all matters regarding the planning of estates
  • Reviewing documents and agreements related to the estate
  • Valuing of the estate to determine its tax exposure
  • Providing tax reports and disclosures
  • Advising on local laws and customs, the extent of their jurisdictions and aiding compliance


This cover;

  • Auditing of trust and other related entities
  • Creating and implementing a suitable family governance structure and also reviewing existing ones.
  • Selecting the appropriate service providers for you

Also, when delivering our services, our paramount goal is to manage your assets efficiently. And to do this, we evaluate your goals, current financial profile, lifestyle, and attitude to risk. We then draw up a plan based on this and provide you with access to relevant opportunities, information, ideas, options, etc., that will aid you in achieving this goal.

So, if you’re ready to start your journey to financial growth, we are available at Bearded Dragon Finance, to offer top-notch and useful solutions to every of your need.

In case you require more information on our private wealth services, you can contact us through any of the means below.

We’ll be waiting for you.