A regional financial advisory firm that genuinely cares for clients 

Boyce Financial Services (BFS) 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 and Wagga Wagga 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.

BFS 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. 

BFS 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 Financial Services 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.

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

 

 

Boyce Financial Services Pty Ltd as Trustee for Boyce Financial Services Unit Trust (AFSL 522265)

Panorama Login:

www.panoramainvestor.com.au

 

Netwealth Login:

www.netwealth.com.au