Company: Boutique Advisers
Position: Wealth and Family Business Advisor
Address: 3/1 Outridge Cres,
Suburb: Subiaco, 6008
Specialties: Business Planning, Family meeting facilitation, Succession Planning, Wealth Management Advice
Areas of expertise: Business and Corporate Structuring, Family Risk Protection, Professional Advisor Facilitation
As the Managing Director and founding partner of Boutique Advisers I enjoy working with highly successful individuals and families and believe in the importance of getting good financial planning and business advice.
At Boutique we provide family business and private wealth advice to a range of clients including family businesses, executive families, and those with complex needs. I feel the best results come from working with our clients in a collaborative way, to help provide them the clarity and confidence in making the right decisions about their business and their wealth.
Boutique Advisers hold the FPA Professional Practice Designation and in 2022 we were a finalist in the National FPA Professional practice of the year, We operate as an independent financial advice firm under our own Australian Financial Services License.