Stuart Beattie

Background

About Stuart Beattie

The BPF Group is a full service wealth management and investment advisory team within Shaw and Partners Financial Services that has two distinct yet overlapping arms to its business. We strive to deliver the customer experience like that of a boutique practice with the specialised services of one of Australia's preeminent investment and wealth management firms and its affiliates.The first arm to our business is that of providing investment advice to high net-worth individuals and families. This advice covers listed & unlisted investments, Superannuation, tax & estate planning and inter-generational wealth transfer. We have an emphasis on maximising tax-efficient income streams and growing & preserving our clients' wealth. The second arm to our business is helping not-for-profit groups, charities and foundations formulate sound investment policies and strategies to manage their funds effectively. Our clients include schools, Churches, charities & not-for-profit groups, foundations and Private Ancillary Funds.Three things that make our business unique are:1. The quality and experience of our people, through all investment cycles.2. Our investment process, with its emphasis on team-work and building long-term client relationships.3. Our investment ideas, backed by some of the biggest investment houses in the world.Our clients have confidence in us to give them the best service and the best advice in the marketplace.You’re welcome to contact me to start a conversation.