Over recent years increasing amounts of legislation has been introduced to limit the advice given in the area of financial planning by non-qualified advisors.

While we at BHT have no problem with the intent of the legislation – to protect the community – this legislation has made managing one’s financial strategy far more complex and fragmented than it needs to be.

It has also impacted on the real or perceived independence of the advisor. Most clients are now left in the position that it is much harder to get independent advice on comprehensive financial matters.

In response to this issue BHT Partners have been working with a concept called the Flywheel Bike. Through this model we are now in a position to provide a truly independent, comprehensive and integrated financial service that meets the needs of our clients and does not breach the legislative requirements in relation to giving of financial advice.

BHT is able to provide this service by project managing our clients' financial affairs, acting as the intermediary between the financial planner, insurance broker, banker, solicitor and accountant.

Services include:

• Personal Goal Setting
• Risk Management:
  • Insurance Requirements
  • Wills
  • Shareholder Agreements
  • Family Constitutions
• Business Succession or Transition Planning
• Financial Planning Strategies
• Project Management of Investment Performance

Back to top