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, joining this profession 35 years ago. He also holds professional degrees in Agriculture and Animal Husbandry having grown up in rural southern NSW.

He specialises in assisting clients achieve their wealth management goals and objectives, including investment strategy, and designing income generating portfolios for pre-retirees and retirees who require reliable income. Neil also manages Self Managed Super Funds (SMSF’s) and Discretionary Family Trusts.

He works closely with clients planning for the accumulation, preservation and security of wealth.

Most of Neil’s clients are self-funded retirees, professionals, private business owners, expat executives, multi-million dollar business sales and divorce settlements.

Neil is the founder of Boston Private Wealth and has been awarded –

  • Financial Planner of the Year in South Australia 1994 and 1996.
  • Australian Financial Planner of the Year 1998.
  • The prestigious Barrons Top 50 Financial Advisor Award 2019, 2020 and 2021.

He resides in Sanctuary Cove, Queensland actively servicing clients in South Australia, Tasmania, Victoria, NSW, regional country NSW.

Neil and his wife Deborah enjoy the great outdoors, golf, family, Rotary and travel.