Why choose us?

We fervently believe that financial planning can transform lives and bestow benefits that go beyond just financial gain.

Our work improves people’s emotional wellbeing, helps clients feel more confident about their money and their future, and delivers a sense of contentment as goals are achieved and aspirations become reality.

These are some of the reasons our clients choose us – and continue to choose us.

More than
20
years in business
We’re committed to high service levels. 100% of our clients told us they are satisfied with the speed of response from the BPI team.*
We’re straight talking. We want you to fully understand what you have, what you could have, and what your options are.
We craft tailor-made solutions. We won’t shoehorn you into a product or provider that isn’t right for you, simply because it’s what’s available.
We’re independent. That means we’re not limited in the solutions we can offer. Our only concern is providing the best outcome for you.
We get results. 100% of our clients believe that working with us has helped or will help them to achieve their financial goals.*
We’re friendly! We make it our business to really care. And it shows. We’ll treat you like a firm friend.
Our clients are happy to stay. In fact, some have been with us since the very start. And 98% say they would recommend us to others.

* Results from BPI Ltd. 2020 Client Survey.

"What is the biggest single benefit you get from working with BPI?"

A feeling that it is all under control
Brilliant, astute, dependable and friendly advice.
Confidence – both in the advice and response to issues I raise.
A regular review of my finances and the options explained clearly in a way I can understand.
Always someone on the end of the phone to give advice.
An experienced local financial services provider.
Friendly and trustworthy advice.
Knowing that you look out for my best interests at all times!
Great advice and peace of mind.
Knowledgeable individuals who understand my personal circumstances and financial requirements.

* All responses are from our 2020 Client Survey.