Financial Planning made easy.

BHP Financial Planning is BHP’s financial planning arm. Working together, we’re able to provide a full financial services solution all under one roof. A privately owned firm of Independent Financial Planners, our advice is unbiased, holistic, and tailored to what’s important to you. We work with a wide range of clients, including business owners, trustees, and individuals. There’s no standard template for a financial plan; each one is as individual as the client we’re working with.

Like most families, we’re proud of where we have come from. BHP Financial Planning has a rich history that reflects our commitment to excellence, from the start of our journey in 1999 to our mergers with well-respected firms across the region.

These collaborations have shaped a talented team of individuals with more than 150 years of experience between them, who can guide you through the complexities of financial planning with clarity and confidence. BHP Financial Planning has been awarded with Chartered Status from the Chartered Institute of Insurance, one of the highest accreditations in the industry.