Boag Financial offers an advisory service for those clients who wish to be involved in the day to day decision making process of their portfolios. We will work with you to select the most appropriate investments in equities, fixed income securities, and derivative overlays where applicable. We will manage all administration and reporting on your portfolio, and work closely with you to ensure you are getting the most appropriate investment advice in a timely manner.
Boag Financial will utilise direct investments wherever possible in the investment process. By managing assets directly we are able to offer a single fee for advisory, investment management and administration services. In this way our fee structure is kept competitive with the rest of the industry.