Who private wealth advice in Sydney is for
Private wealth advice suits people whose financial lives have grown beyond a standard retail solution. In practice that means:
- Wholesale and sophisticated investors who qualify under section 708 of the Corporations Act and want access to opportunities not offered to retail clients.
- SMSF trustees who want their fund managed with genuine strategy rather than left on autopilot.
- Family offices and multi-generational families planning for succession and the transfer of wealth.
- Business owners and professionals who need investment, structuring and protection advice that fits a complex situation.
- Charitable foundations seeking disciplined, long-horizon stewardship of capital.
What private wealth advice covers
The work spans strategy and access, not just product selection:
- Portfolio strategy. A clear plan for how your capital is invested across asset classes, matched to your goals, time horizon and tolerance for risk.
- Private-market access. Curated opportunities in private credit, infrastructure, pre-IPO equity and real assets, all carefully reviewed before they reach a client portfolio.
- SMSF strategy. Bringing family-office discipline to a self-managed super fund, within its rules and your objectives.
- Retirement and succession. Planning for how wealth supports you in retirement and passes to the next generation.
- Structuring. Working with your accountant and lawyer so investments are held in appropriate structures.
How it works: the process
Discovery
A conversation to understand your situation, goals, existing holdings and eligibility. No cost and no obligation.
Strategy
A considered plan for your portfolio and structure, explained in plain language, with the risks set out as clearly as the opportunities.
Implementation
Putting the strategy in place, including access to suitable private-market opportunities where they fit and you qualify.
Ongoing review
Regular reviews as markets and your circumstances change, with a direct line to Logan rather than a call centre.
What to look for in a private wealth adviser
Whether or not you work with Boston Global Wealth, a few things are worth checking before you engage anyone:
- Licensing. Confirm the adviser operates under an Australian Financial Services Licence. Boston Global Wealth Pty Ltd is a Corporate Authorised Representative (No. 1318023) of Advisory Circle Pty Ltd, AFSL 513052.
- Alignment and fees. Fees should be transparent and agreed up front, and any benefits or conflicts of interest disclosed to you.
- Access and attention. You should know who is actually managing your wealth and be able to reach them.
- Relevant experience. For wholesale and private-market strategies, look for genuine experience across a full market cycle.
- Clear risk communication. A good adviser is as clear about what can go wrong as about what can go right.
Serving Sydney and beyond
The office is in the Sydney CBD at Level 8, 10 Spring Street, a short walk from Circular Quay and Martin Place. Clients come from across the Sydney metropolitan area, including the Lower North Shore, the Eastern Suburbs and the Inner West, and from interstate. Meetings can be held in person at the office or by video, whichever suits you.