BOA Private Wealth
Private Wealth Management
Advice that connects your investments, super, tax and estate into one plan — so you can live the life you want now and later.
Our Private Wealth Services
Advice across every part of your financial life, coordinated by one team.
Strategic Financial Advice
A clear plan for saving, investing and protecting what you have built.
Investment & Portfolio Management
Diversified portfolios built around your goals and risk appetite, reviewed regularly.
Superannuation & SMSF
Contribution, consolidation and SMSF strategy, with our SMSF team handling tax and administration.
Insurance & Risk Protection
Life, TPD, trauma and income protection structured to suit you and your business.
Retirement Planning
Transition-to-retirement, income streams and Age Pension eligibility.
Estate & Succession Planning
Pass on wealth and business interests the way you intend, working with your solicitor.
Running your own super fund? See our SMSF tax & administration services.
Why clients choose BOA Private Wealth
Wealth advice from a firm of chartered accountants — so the numbers behind every recommendation have already been checked.
Advice grounded in accounting
Your adviser works alongside chartered accountants who already understand your tax position, entities and cash flow.
One point of contact
Tax, accounting, lending and wealth are coordinated by one team, so nothing falls between advisers.
Clear, written advice
Every recommendation is set out in a Statement of Advice, with fees confirmed before any work begins.
A long-term relationship
We review your plan as your income, family and business change — not just when a product is due.
Who we work with
We work with clients whose finances have more moving parts than most.
Business owners
Connecting business profits, structures and personal wealth.
Medical & professional practices
Practice structures, high incomes and protecting your earning capacity.
Corporate executives
Salary packaging, equity plans and super contribution strategy.
Property investors
Portfolio structure, borrowing and the tax on your property holdings.
Non-residents & expatriates
Tax residency, super and Australian investments across borders.
Pre-retirees & retirees
Moving from building wealth to drawing a reliable retirement income.
How we work
A disciplined, four-step process — documented in writing at every stage.
Discover
We meet to understand your goals, family, business and current position.
Strategy
We prepare a written Statement of Advice covering investment, super, insurance and estate.
Implement
We put the plan in place and coordinate with your accountant, lender and solicitor.
Review
We meet regularly to track progress and adjust as life changes.
Market updates
Common questions
Can't find what you're looking for? Talk to our team.
How much does advice cost?
Fees depend on the scope of advice you need. We confirm the cost in writing before any work begins, and our fees are set out in our Financial Services Guide.
Is there a minimum investment?
We'll talk through your situation at the first meeting and let you know whether our service is the right fit before you commit to anything.
What should I bring to the first meeting?
Recent super and investment statements, insurance policies, your latest tax return and a rough picture of your income, expenses and debts. If you're already a BOA accounting client, we can work from the information we hold, with your consent.
How often will we meet?
We agree a review schedule with you when your plan is put in place, and we're available between reviews whenever your circumstances change.
Do you work with my existing accountant?
Yes. Many clients use BOA for both, but we're happy to coordinate with your existing accountant, lender or solicitor.
Get in touch
It starts with a conversation
Tell us a little about your situation and we will arrange a discovery meeting with one of our advisers. There is no obligation.