Savings Bonds
BEO Financial offers a range of fixed interest savings bonds. These bonds are fully covered by the Financial Services Compensation Scheme. However these bonds are only covered up to $85,000 per person or up to $170,000 for joint applicants.
Investors should be aware that these bonds have minimum lock in periods and the interest on these accounts are subject to change. We work with a number of institutions so we are able to source the best rates for clients.
It is important to understand that some banks have different brands but are owned by the same parent organisation. In this instance you are only covered by the parent organisation to a maximum of $85,000 per person. so if you hold large deposits with various institutions you should check to make sure that they are not owed by the same parent company.
If you have any concerns in relation to this, you should contact your relationship manager who will be able to guide you in relation to this matter.

Wealth Management

BEO Financial work with you to develop customized investment strategies based on your financial goals and risk tolerance, such as stocks, bonds, and alternative assets

Financial Planning

BEO Financial help clients set financial goals and develop strategies to achieve them. This can include retirement planning, college savings, debt management, and budgeting

Estate planning

BEO Financial assist clients in developing plans for the transfer of their wealth to their heirs or charitable organizations, including the creation of wills, trusts, and other legal structures

Tax planning

BEO Financial provides advice on tax-efficient strategies to minimize clients’ tax liabilities, such as through the use of tax-advantaged investment vehicles or estate planning techniques

Advice and services

We specialise in providing high quality advice on many aspects of wealth management
working with you to help you achieve your financial goals

Contact Us Today

Please contact us for a free consultation
with one of our Financial Advisers