Heard us on JOY FM? Book your free Financial Health Check now
Your life, your love, your goals. Financial advice that sees the whole you.
Financial advice that understands your life, your relationships and the future you’re building. LGBTQ+ inclusive, personal, and grounded in what matters to you.
Most of us have a picture in our heads of the life we want, whether that’s retirement, freedom, or simply feeling secure. Getting there can feel overwhelming, but you don’t have to do it alone.
At BG Private, our Financial Advisors build a goals-based plan around your whole picture: your income, your super, your investments, and the people you call family. We understand that families come in every shape, and we plan for yours.
With a BG Private advisor in your corner, you’ll have a clear, practical plan to work towards your goals with confidence. And through life’s twists and turns, we’ll be right there with you.
Book your free consultation by emailing or calling 03 9810 0700.
BG Private: building the future you want, today, tomorrow and beyond.
About BG Private
For more than 45 years, BG Private has helped clients build the futures they want. Founded in 1978, we’re a fully integrated accounting, audit and advisory firm, recognised as an AFR Top 40 practice. We bring together technical expertise, commercial insight and fresh thinking, with service that’s personal to every client.
We work with SMEs, family businesses, not-for-profits and private individuals. Our teams collaborate across specialties to see the whole picture, so we can meet your needs today and help you reach your goals for tomorrow and beyond.
We’re large enough to offer a full suite of services, and small enough to know you by name. We value the diversity of our team and the people and communities we work with, and we’re proud to support Melbourne’s LGBTQ+ community.
Our financial advice services
- Financial planning
- Budgeting
- Wealth creation
- Tax-saving strategies
- Superannuation advice
- Wealth protection
- Estate planning
- Self-managed super fund (SMSF) advice
- Retirement strategies
- Aged Care advice
- Wholesale investments (for seasoned investors)
Our other services
As a full-service firm, we can also connect you with our other BG Private advisors:
- Accountants
- Tax Advisors (for more complex tax matters)
- Self-Managed Super Fund Managers
- Property Advisors
- And more!
Book a free consultation!
To better understand how you’re tracking and how to reach your goals, book a free consultation! Email or call 03 9810 0700. For more info read on.
We start with your story.
Traditional financial planning was often built around one kind of life story, and many LGBTQ+ Australians don’t see themselves in it. At BG Private, we start with yours. Our Financial Advisors take the time to understand your relationships, your family, your values and your goals, so the advice you receive reflects the life you’re actually living.
We can help with
- Inclusive life planning, whether you’re single, partnered, married or parenting
- Building wealth in a way that fits your lifestyle, values and identity
- Ethical investing that puts your money behind what you believe in
- Planning and funding for adoption, IVF, surrogacy or gender-affirming care
- Shared finances as a couple, including property and superannuation
- Starting a new relationship, including where your financial situations differ
- LGBTQ+ friendly retirement living and aged care options
- Planning for your care and support, including choosing who you trust as your Power of Attorney or guardian, especially if you don’t have children
- Estate planning and leaving a legacy, whether that’s to chosen family, loved ones or a cause close to your heart
Start with a free consultation
No pressure. No jargon. Just a friendly, confidential chat about where you’re at—and how we can help you achieve your goals.
✅ Zero cost
✅ 100% confidential
✅ Available in person or via Zoom
✅ No obligation
How it works
1. Free consultation
Start with a free consultation where we get to know your current situation and goals
3. Implementation
We’ll implement the agreed advice
5. Stand alongside you
Along the journey we’ll stand alongside you to navigate life’s highs and lows
2. Comprehensive advice
We’ll put together a comprehensive advice package
4. Annual meeting
And meet with you at least annually to make sure you’re on track
1. Free consultation
Start with a free consultation where we get to know your current situation and goals
2. Comprehensive advice
We’ll put together a comprehensive advice package
3. Implementation
We’ll implement the agreed advice
4. Annual meeting
And meet with you at least annually to make sure you’re on track
5. Stand alongside you
Along the journey we’ll stand alongside you to navigate life’s highs and lows
BG Private proudly supports Joy FM
We’re proud sponsors of JOY, Melbourne’s LGBTQ+ community radio station. It’s one of the ways we show up for the community we serve: every identity, every story, every stage of life.
