About Boston Private Wealth

We have been successfully assisting our private clients for over 25 years. We have developed a unique understanding of the specific financial issues facing high net worth individuals and families.

Our core specialities include:

  • Pre and post retirement planning
  • Self Managed Superannuation Funds (SMSFs)
  • Complete private portfolio management
  • Tax, Estate and Succession planning

Our investment philosophy is built upon knowledge, experience and professional insight and it has been developed specifically for high net worth individuals and families.

Boston Private Wealth have been long standing advocates of a transparent 'fee for service' business. All our fees are clearly documented for the services we provide.

We are a privately owned business and this gives Boston Private Wealth the flexibility to source investment solutions that are in the best interests of our clients.

We have offices in the Gold Coast, (Sanctuary Cove), Adelaide , Sydney and Bathurst with clients located throughout Australia and overseas.

Our Team

Neil Heriot

Neil Heriot

CFP, Dip FP, Dip Ag Sc

PRIVATE WEALTH ADVISER

Authorised Representative of AdviceIQ Partners Pty Ltd

E: nheriot@bostonpw.com.au

Neil is an experienced Certified Financial Planner (CFP) and Private Wealth Manager and joined this profession 30 years ago. He also holds professional qualifications in Agriculture.

Neil specialises in helping clients achieve their wealth management goals including investment strategy and quality strategic advice. He also specialises in designing income generating portfolios for pre-retirees and retirees who require reliable income. He works closely with his clients planning for the accumulation, preservation and security of wealth. Most of Neil's clients are self- funded retirees, professionals or private business owners. Self-Managed Super Funds (SMSF) are also a core of most client’s investments.

Neil also specialises in advice in relation to expatriate executives, multi-million dollar business sales and divorce settlements.

He is a Director and owner of Boston Private Wealth Pty Ltd, and was awarded ‘Financial Planner of the Year’ in South Australia in 1992 and 1994. Money Management magazine also awarded him ‘Australian Financial Planner of the Year’ in 1998. He has been providing a fee based ongoing portfolio management service to his clients for over 25 years.

Neil resides at Sanctuary Cove in South-East Queensland and actively services clients in Queensland, Melbourne, Adelaide, Sydney, Tasmania, Central West NSW and Overseas.

Neil and his wife Debbie enjoy quality family time, travel and golf.


Bruce Cameron

Bruce Cameron

CFP,FCA,BBus.

Boston Private Wealth Adviser

Authorised Representative of AdviceIQ Partners Pty Ltd

Email: bcameron@bostonpw.com.au

Bruce is an experienced Certified Financial Planner, a Fellow of the Institute of Chartered Accountants, and former Fellow of The Taxation Institute of Australia.

Bruce is a life coach, wealth manager & consultant, with a focus on assisting high net worth individuals.

Bruce specialises in helping clients achieve their wealth management goals and financial independence, by providing quality strategic advice. He works closely with his clients, planning for the accumulation and preservation of wealth within a tax efficient environment. He works with self-employed clients as an "independent/outside "director. They may have a Self Managed Super Fund.

He provides fee based advice to assist people in developing their 'life plan' to achieve financial independence in a secure environment. Typically many of his clients are Baby Boomers who are, or have been, in business or are in management positions and wanting to improve or maintain their lifestyle.

Bruce's awards include:-

Charles Sturt University--Cameron House 2009

A Student Residential House on Bathurst Campus named for his individual contribution to the University, the Citation reads;-

"...He has shown strong leadership of the Investment Committee and the Growth of the investments portfolio is evidence of his skills & expertise in this area..."

Bathurst City; Honoured twice by local radio station 2BS with its Citizen of the Month award. August 2008 and December 1998

Bruce lives in Bathurst, NSW. Servicing clients in Sydney and the Central West.


Chris Murphy

Chris Murphy

CFP, LRS, B-Comm
Authorised Representative of AdviceIQ Partners Pty Ltd

E: cmurphy@bostonpw.com.au

Chris is an experienced Certified Financial Planner (CFP) with over 10 years as an AFSL authorised representative providing strategic financial advice to private clients and is an active member of the Financial Planning Association (FPA). He completed a Bachelor of Commerce (Dean's Scholars Program) degree at Deakin University in Melbourne in 2005, majoring in Finance and Economics.

He is also licensed to provide personal insurance advice and has achieved the Life Risk Specialist (LRS) designation from the FPA in the insurance field. In addition, he is registered to provide tax (financial) advice under the TASA Act which is recognised by the Tax Practitioners Board.

Chris has a passion for designing investment portfolios for clients that aim to exhibit strong risk-adjusted total return characteristics and understands that the first and most important step in the wealth creation process is preserving it. Chris’ insurance expertise also allows him to provide clients with adequate and appropriate levels of protection from life’s unexpected events, which delivers peace of mind and surety. Chris takes great satisfaction out of assisting clients of all ages to achieve their financial goals and live their desired lifestyles.

Away from the office Chris enjoys all of the outdoor activities that living in Queensland affords, particularly spending time on the magnificent Gold Coast beaches with his Wife and twin Sons.


James Horden

James Hordern

B.Comm (UNSW), Adv Dip FS (Financial Planning)

PRIVATE WEALTH ADVISER

Authorised Representative of AdviceIQ Partners Pty Ltd

E: jhordern@bostonpw.com.au

James is an FPA member who holds a Bachelor of Commerce Degree from the University of New South Wales, as well as an Advanced Diploma of Financial Services (Financial Planning).

He is a veteran of 26 years in the financial services industry which has entailed advising and managing investment funds for individuals, families, charities, insurance companies, government agencies, industry superannuation funds and financial planning groups.

James’ experience in advising clients comprises 5 years as an institutional stockbroker with JB Were & Son in London and HSBC in Sydney, and 21 years in funds management and client service with Westpac Investment Management, BT and Hunter Hall.

His focus is working predominantly with individuals, business owners and self managed super funds and providing them with high quality investment advice, portfolio management and ongoing reviews.

James resides in Noosa and Sydney. James and his wife Chrissy enjoy golf, travel and entertaining.


The Boston Private Wealth team

Boston Private Wealth

Suite 46B, Masthead Way
Sanctuary Cove QLD 4212

Boston Private Wealth is a Corporate Authorised Representative of AdviceIQ Partners Pty Ltd. ABN 95 134 016 210 AFSL 332957