Our Investment Philosophy - Knowledge, Insight, Execution

At Boston Private Wealth we firmly believe that investing should not be left to luck. We believe our success has been built upon:

  • Knowledge - A solid education and understanding of the investment markets as well as the understanding of a client's financial goals, aspirations and tolerance for investment risk
  • Professional Insight - Experience and great contacts, 'being in the know'. Professional insight leads to sound well balanced considerations that are in the best interests of the client
  • Execution - To have the confidence in our judgement to make timely and effective decisions without hesitation.

We have developed a unique approach amongst the financial planning profession to deliver quality outcomes for our clients. At Boston Private Wealth:

  • We don't use retail investment platforms.
  • We don't use retail investment fund managers unless they add value to a portfolio
  • We don't have a 'cookie cutter' (you get what everyone else gets) approach
  • We don't 'sell' investments.

Our focus is about achieving results:

  • We use 'low cost' virtual investment adminstration systems
  • We do use sophisticated tools to help build 'modern' investment portfolios with a common sense approach
  • We do build our share portfolios based upon the experience, sound management and the company's ability to deliver a consistent return to the shareholders
  • We do consult with professionals in their field of expertise
  • We do have open and consistent communication with our clients.

We provide formal quarterly reviews of your portfolio. Each change in the portfolio will be documented, discussed and agreed before implementation. You won't be left in the dark.

Experience

Our investment philosophy continues to be developed through our experience. We are fortunate to work with great clients who have large investment portfolios to invest and often with complex needs.

We take the responsibility of managing our client's wealth very seriously and appreciate our client's support through regular referrals to their own friends and family.

How to get started

We are here to help and we offer a complimentary and private consultation. After many years of service, we have developed a flexible approach for our clients so feel free to call or email our office.

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