BDO Wealth Advisers
Ricardo Teixeira, CFP®
Contact Person
Elevator Pitch
BDO Wealth Advisers offers a full range of wealth advisory and financial planning services to individuals, trusts, and companies. Our reputation is built on long-lasting relationships and a team with deep expertise dedicated to helping you organise your finances, stay accountable to your life goals, and feel empowered through financial knowledge.
Ideal Client
We focus on individuals, companies, and families requiring holistic wealth management across personal, business, and trust assets. Our clients value professional advice and are committed to an ongoing advisory partnership.
Philosophy
We journey with you through every personal and professional life transition. By understanding your history and goals, we recommend strategies that align your money with the life you want to lead.
Comprehensive Services
Professionalism & Fee Structure
BDO is committed to the highest ethical and practice standards established by the FPI. Authenticity and honesty guide every client conversation.
- Fee-for-Service: We charge based on the advisory service provided.
- Transparency: All fees are clearly quoted through an engagement letter and service level agreement.
- Options: Depending on your needs, we offer once-off engagement fees or recurring advisory fees for ongoing guidance.
Wealth Insights & Education
We are dedicated to financial literacy and the development of the profession through several annual initiatives:
- Talking Trusts: Webinars for Fiduciaries.
- UJ Trusted Adviser: Supporting future CFP® professionals.
- Financial Literacy eBooks: Practical money guides.
- Trainee Program: 2-year BCom graduate development.
- Educational Workshops: Wills, Retirement, and Employee Benefits.
Everyone should have the opportunity to live the life they want. We can help you get there.
