Our background and experience obtained in a family office environment has had a major influence on our investment philosophy and the service we provide to our clients.

The firm is a partnership in philosophy and structure. It is 100% owned by the founders and key people and is focused on the highest level of service and investment outcomes for our clients.

Boag Financial provides private wealth management solutions to individuals, family groups and charitable organisations.

Boag Financial is privately owned and operated. Our service is personal, attentive and transparent. To be an effective partner in wealth management we develop a complete understanding of your circumstances including current situation, financial aspirations, requirements and approach to risk. With this understanding we can then grow your wealth in a manner consistent with individual needs and constraints.

Diligence and rigour are paramount to our research and investment process. We take a patient approach to investing and concentrate on assets that we believe can deliver superior returns over the medium to longer term.

At Boag Financial we believe in transparency – all investments will be directly held in your name and we manage your entire portfolio including all administration and reporting.