Comprehensive financial advice to people seeking financial security

Our vision is to become Australia's leading financial services firm with uncompromised professional and ethical standards.

Boston Private Wealth was established in 2010 by Neil Heriot with a vision to create what at the time was a ground breaking and ahead of its time privately owned bespoke wealth management business. This came from decades of experience gained in some of Australia’s leading Advice practices and Specialist Wealth Management Firms. In 2019 we merged with Hayman Private Wealth a similarly focussed business established by Rod Hayes in 2010 whose grounding was in the Chartered Accounting world. Together the business vision is to create an integrated approach to manage the financial affairs of successful Australians and their families Taking the good and learning from the bad to create a new vision of what advice should be like in this century.

Your adviser is a shareholder in the business. This alignment of our collective success helps to ensure continuity of the personal relationships that are valued so highly by our clients. We are proud that we have client relationships that have spanned up to 30 years. Where possible we recruit from our extended professional circles to limit turnover.

We prefer our advisors to have a lower number of clients than industry averages and we employ a hard cap on this number. We like our advisors to be able to devote more time to each of you.

Our business arrangements extend to Australia’s largest financial service business’ and the world’s leading funds management business. This comprehensive access allows us to seamlessly integrate best of breed service providers without fear or favour.