Tailored, personal advice
Boyce Financial Services offers a tailored, personalised approach to determine your financial planning and investment needs. Here's how it works.
Getting to know you
The first step is a free, no-obligation consultation - we need to get an insight into your financial needs and aspirations and explain the process we will employ to assist you to achieve your financial goals.
Everyone is different. Each of us has differing goals, expectations and plans, plus we are all at different stages in our lives with varying income levels, assets and liabilities.
That's why it's important that we take the time to understand your current situation and aspirations so we can develop a financial plan that will work for you. A plan that takes into account your personal profile for risk and your financial goals.
Developing your plan
Next, based on your input and our expert assessment and access to leading research, we will prepare a set of recommendations that will ensure your assets are invested across a diverse range of asset classes to spread the risk and maximise the returns.
We will discuss the recommendations and supporting research with you to mutually agree on a final plan and accompanying recommendations to best suit your needs.
Implementing your plan
Now it's time for the BFS team to get really busy. We will organise implementation of the agreed investment decisions. You don't have to get involved, our team will take care of all the paperwork.
Our role though doesn't end with putting the plan in place - there's another important step in the process.
Ongoing review and support
We commit to ensure that your investment strategies continue to remain aligned to your financial goals.
To this end, your BFS Advisor may adjust or fine-tune your portfolio to reflect changing life circumstances at any time at your request, or our suggestion. In addition, the annual review process provides the opportunity to consider each year if your plan is still working for you, or if it is time to consider alternative strategies.