Who Is BOA Private Wealth?
BOA Private Wealth is a boutique financial planning services that bridges the gap between accountants, solicitors, and the financial services community. We specialise on working with professionals, business owners, families, and retirees to provide clarity and insights and build and preserve their wealth. We work as partnership with our clients to provide tailored personal advice to help them to achieve their life goals.
Our Values
Clarity – We provide clarity to simply the mist of wealth creation, retirement planning, tax effective strategy. We are upfront about all aspects of client relationships and put clients’ interests first. We recommend solutions only where these meet a client’s needs.
Insights – We specialise on building, manage and preserve wealth. We use our expertise to provide insights to our clients at various life stages to ensure our clients have appropriate strategy in place to achieve outstanding results for clients.
Partnership – We listen carefully to clients’ objectives and break these into goals, which we report on their progress to their achievement of these goals. Using the latest research and tools, we remain focused on ensuring clients are delivered great results.
Professionalism – We comply with the Code of Ethics issued by ASIC which is a set of principles and core values that lay the foundation of our profession. This code is a principles-based model that provides us a powerful framework which both shapes and reinforces our ethical conduct. We are committed to offer a professional service, informed by this Code of Ethics that which shapes every aspect of our professional conduct. We consider this code and the Standards within as our legal obligation and the foundation of our professional conduct.
