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Boston Private Wealth

Email address and contacts

Quick try with Jason Mcpharlin from bostonpw.com.au

Boston Private Wealth company description

We are a specialist boutique private wealth firm located in many parts of Australia that creates financial solutions for high net worth individuals and families. Our advice and service also extends to family offices, estates, charities, trusts and schools. As a family’s wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Boston, we act as a central point of contact coordinating and managing all of your family’s wealth and financial affairs. With a hands-on approach and global reach, our expertise delivers results and peace of mind across the dynamic financial landscape. We are forever committed to the best interests and financial security for our clients, using our knowledge, experience, and professional insight. Our service includes: - Self Managed Super Funds - Trusts - Wrap Accounts - Accounting - Tax Returns - Estate Planning - Personal Insurance

Key Employees

  • Jason Mcpharlin
    Managing Director, Senior Wealth Advisor
  • Rod Hayes
    Founder, Director & Private Wealth Adviser
  • Matthew Remis
    Managing Director

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New team members of Boston Private Wealth

Jeanne Barrett
Managing Director Trust & Fiduciary Services
Jane Lenon
Family Office - AP Accountant
Neil Heriot
Director and Private Wealth Adviser
James Foran
Client Services and Paraplanning
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