Financial Services

Tailored BDO solutions

Financial services - Tailored BDO solutions

While the New Zealand financial services industry continues to maintain its position of relative strength compared to many other developed economies, the risk and pace of change is relentless.

Widespread regulatory change and scrutiny mean financial services institutions must now wrestle with capital management, increasing operational business risks and shifting community expectations — all while meeting greater demands for transparency and customer centricity.

What’s more, the way people now engage with financial services has forever changed due to the rise of digital, mobile platforms, social media, block chain and demographic shifts – meaning customers expect information at their fingertips, along with the ability to access bank accounts, shares and super funds on their personal devices.

How can we help?

BDO’s financial services team members come from a variety of exceptional backgrounds, blending their experience to develop new insights and add real value to your business.

We appreciate and understand the impact disruption, regulation and changing community expectations have on your business and supporting you through times of challenge and change is our core focus.

We also appreciate that the financial services sectors in Australia and New Zealand are closely intertwined – so we bring you extensive financial services experience from our specialist Partners based on both sides of the Tasman.

Our experienced team can provide you with auditadvisorycorporate finance and tax services tailored to support your business.

The team provides solutions for:

  • Banks, mutual banks, credit unions, building societies
  • Non-bank lenders including leasing and finance companies
  • Brokers and capital market participants
  • Investment management funds
  • Fintech providers
  • Listed and unlisted real estate investment trusts
  • Public offer, corporate, and government
  • Managed investment schemes
  • Insurers and insurance brokers
  • Private equity
  • Other providers of products and services within the financial services industry.

Talk to us today for fresh thinking in financial services, to help stay abreast of today’s changes and challenges.

Key contacts

Meet our Australian financial services Partners:

Tim Aman, BDO AustraliaTim Aman
Global Leader, Fintech
Australia National Leader, Financial Services

Fiona Narielwalla Australia Partner, Audit & Assurance

Fiona Narielwalla
Australia Partner, Audit & Assurance

Get in touch

Submit the form below to get in touch with our financial services team to see how we can help.