A regional financial advisory firm that genuinely cares for clients 

Boyce was established to ensure that people in rural and regional areas have access to the highest quality investment and financial planning advice from advisers you can really trust.

Our professional team are based in the major regional centres of Cooma, Dubbo, Goulburn, Moree, Wagga Wagga and a satellite office in Bega and specialise in tailoring strategic financial planning solutions for individuals, families and businesses. 

Our advisers are passionate about helping clients manage and maximise their wealth

A commitment to act inherently in the best interest of clients is a value that underpins our business.

Boyce accepts no financial incentives to recommend investment products so you can be confident that the advice you receive is truly in your best interests.

Our advisers take a proactive approach and are diligent in conducting regular reviews of portfolios to ensure investment strategies remain aligned to your financial goals.

If you require investment advice following a farm or business sale, superannuation and retirement advice (including self-managed super fund set-up and investment strategy), assistance with direct share investments, insurance risk management or any investment service - we can help. 

Boyce offers a full range of services
  • Professional investment advice
  • Investment strategy following farm or business sale
  • Children’s education saving plans
  • Strategic retirement and superannuation planning
  • Self-managed superannuation fund (SMSF) investments
  • Protection of your family’s income and assets
  • Succession or estate planning services
Transparent pricing model

Boyce offers clients a transparent 'fee for service' structure. This means your costs for services are limited to:

  • An agreed set fee for the preparation and implementation of a Statement of Advice (SOA)  
  • A fixed dollar amount, agreed annually in advance, for ongoing investment advice 

Find out more about our competitive pricing structure here.

Financial Services Guide
  • View our Financial Services Guide (FSG) here

 

 

Boyce Pty Ltd (AFSL 544077) ABN: 45 660 258 524

Panorama Login:

www.panoramainvestor.com.au

 

Netwealth Login:

www.netwealth.com.au