About Us

Our aim is to help clients generate and maintain wealth over time.

We differentiate ourselves by providing our clients with financial solutions and strategies that are tailored to each client’s unique set of circumstances and objectives. Our understanding of the specific issues facing high net worth investors means we are well positioned to ensure our clients achieve their present and future goals.

We specialise in the following:

• Wealth accumulation strategies;
• Complete private portfolio management;
• Superannuation specialising in Self-Managed Superannuation Funds (SMSF’s);
• Tax planning; and
• Estate and succession planning.

Being privately owned, means that Boston Private Wealth is totally independent.

We have offices in Sanctuary Cove and Adelaide, and our clients are located throughout Australia and overseas.