Neil Heriot offers a safe harbour with tested investment strategies - The Australian Newspaper


Neil HeriotFounder & Private Wealth Adviser

CFPDip FPDip Ag Sc

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 the founder of Boston Private Wealth, 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 30 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.