Adviser 3.0 Podcast - Episode 109

From One Country to Two Continents: In Conversation with Simon Harvey

How do you grow a boutique financial planning practice into a multi-office, international operation? In this standout episode of Adviser 3.0, we sit down with Simon Harvey, the founder and owner of BDH Sterling, to explore the journey of building a business that now spans two continents.

What began as a niche service helping UK clients move to Australia has evolved into a cross-border success story. Today, BDH Sterling operates with 50 team members across Epsom, Sydney and Perth, managing over £500 million in assets and supporting more than 1,200 families.

Simon’s story is one of vision, resilience and strategic growth. If you’re curious about scaling a financial planning firm beyond borders, this is an episode you won’t want to miss.

🎙️ Tune in to Adviser 3.0 to hear how Simon built something truly unique in our profession.