The BFS team offer a personalised approach to determine your financial planning and investment needs.
We begin with a free, no-obligation consultation to gain an insight into your financial needs and aspirations, and explain the process we employ to assist you in achieving your goals.
Building Your Profile
A thorough analysis of your situation and what you want to achieve is conducted to identify your personal risk/return profile and determine your financial and lifestyle goals.
Developing Strategies and Solutions
Based on your input and the assessment expertise and research resources of BFS, your advisor will develop options that will enable you to progressively advance your financial position in line with your agreed objectives.
A set of recommendations is prepared with supporting research for your consideration. This is then refined in consultation with you, your BFS advisor and your Boyce Director to agree a prioritised course of action.
Implementation and Review
Once you are satisfied with the proposed action plan the BFS team will organise implementation and agree on an on-going review program.
Boyce Financial Services Pty Limited is an Authorised Representative of
Lonsdale Financial Group Limited AFSL No 246934