Simon Harvey
About Us
We're here for you at every step of your journey. We are a dual licensed financial planning firm, holding the prestigious Chartered Status in the UK. With offices in both Australia and the UK, we are ideally placed to help residents and expats alike to ensure their financial future is smooth sailing - wherever life takes them.
Our History
Founded in 2009 by friends and directors, Simon Harvey and Paul Davies, bdhSterling was borne from a desire to create a forward-thinking business, one committed to placing the client’s financial planning ambitions at the forefront. So that’s exactly what they did.
Fast-forward to the present day, and bdhSterling is a global force: with an office in the UK and four across Australia, we’re continuing to grow and adapt to the needs of our valued client base.
Our Philosophy & Values
It’s essential that for the time we have, we ensure we’re getting the most from our money.
Our belief is that by using goal-based planning, we can bring clarity and certainty to our clients’ lives. After all, a goal without a plan is just a wish.
