About Bali Sanur Financial

Bali Sanur Financial is an independent financial advisory firm providing investment and wealth management services to both foreign and domestic clients in Bali, Indonesia. We specialize in supporting clients with financial planning, property investments, and corporate structuring within the Sanur Special Economic Zone.

Bali Sanur Financial exists to address the growing need for expert financial services in Bali’s rapidly evolving economic landscape. As the Indonesian government develops Bali into a regional financial hub, there is increasing demand for specialized advisory services that cater to both foreign investors and local clients. Our firm meets this demand by offering tailored financial solutions that navigate the complexities of Indonesia’s regulatory environment.

Our Focus & Specialism

At Bali Sanur Financial, we focus on investment advisory, wealth management, and corporate structuring services. Our expertise lies in guiding clients through the intricacies of property investments, PMA company formation, and financial planning. We understand the unique challenges faced by foreign investors, particularly in navigating Indonesia’s land ownership laws and regulatory requirements. Our team is adept at structuring investments that comply with local regulations while maximizing returns for our clients.

How We Work

Our process is rooted in a thorough understanding of our clients’ needs and the regulatory framework in Bali. We begin with a detailed consultation to assess individual goals and challenges. Following this, we develop a customized strategy that aligns with our clients’ objectives. Our team ensures compliance with the Financial Services Authority (OJK) regulations, providing peace of mind that all investments are legally sound. We also collaborate with local authorities, such as the BKPM, to facilitate seamless company registrations and licensing processes.

Who We Serve & Service Area

We serve a diverse clientele, including expatriates, foreign investors, and local residents in Bali. Our services extend throughout the Sanur area, a region known for its appeal to retirees and long-stay visitors who require comprehensive financial planning. As Bali continues to develop as a financial hub, we are strategically positioned to support clients in this burgeoning market. Our focus on the Sanur Special Economic Zone allows us to offer insights and services that are both locally relevant and globally informed.

Experience, Standards & What Makes Us Dependable

Our team, led by Made Wirata, brings together years of experience in the financial sector, both locally and internationally. We adhere to the highest standards of ethical practice, ensuring transparency and integrity in all our dealings. Our commitment to excellence is supported by our compliance with OJK’s sustainable finance framework, which emphasizes risk management and ESG integration. This dedication to quality and reliability makes us a trusted partner for our clients.

Honest Scope & How We Price

We believe in transparent pricing that reflects the value of our services. Our advisory fees are typically quoted in USD for expatriate and foreign-investor clients, with entry-level packages ranging from USD 500 to 2,000 per project. This pricing aligns with regional market standards and reflects Bali’s positioning as a mid-cost international investment destination. For local clients, financial products are often denominated in IDR, with options tailored to individual needs and budgets.

We invite you to contact us to discuss your financial needs and explore how we can assist you in achieving your goals. Visit our homepage or learn more about our Bali investment advisory services for further insights into our offerings. Let us help you navigate the financial opportunities that Bali presents.

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