Our Approach
True wealth planning requires the seamless integration of structure, strategy, and protection. We combine tax-aware wealth planning and SMSF advisory with robust cashflow and Superannuation strategies to build a resilient financial core. Beyond accumulation, we safeguard your future through comprehensive insurance and estate planning, delivering a clear, flexible roadmap that evolves with your needs.
Cashflow & Wealth
Clear modelling and structure to support lifestyle, savings, and investment goals.
Superannuation
Contribution planning, fund selection, retirement pathways, and optimisation.
SMSF Advisory
SMSF setup, structuring, investment strategy, and ongoing oversight.
Tax-Aware Wealth
Strategies that integrate tax efficiency, trusts, companies, and intergenerational structures.
Insurance & Protection
Life, TPD, trauma, income protection, and business insurance solutions designed around risk and family needs.
Retirement & Transition
Pension strategies, income modelling, longevity planning, and lifestyle funding.
Estate & Legacy
Wills, testamentary trusts, estate structures, charitable giving, and intergenerational wealth transfer.
Ongoing Review
Continued guidance as life circumstances, markets, or laws evolve.
Step 1: Introductory Meeting
The first step in the BGW Process is an introductory meeting to get to know one
another, identify and understand your goals, risk tolerance, investment experience,
and expectations. We gather and review your current portfolio, asset structures, and discuss your overall wealth strategy.
Step 2: Analyse
After the intial meeting, we analyse your financial position, identify solutions, and evalusate alternatives. We leverage Boston Global's deal pipeline, proprietary research, adn institutional network to develop a goal-based wealth plan and investment recomendations designed to meet your objectives
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Step 3: Statement of Advice
Your Wealth Manager will present and review a comprehensive Investment Proposal in detail. This includes a summary of the information gathered at your Discovery Meeting, analysis of your goals and risk profile, current portfolio positioning, and recommended investment strategies necessary to achieve success.
Step 4: Plan Implementation
Once we agree to move forward, we will open the new accounts, transfer existing assets, and execute agreed-upon investment strategies. Involving our team of professionals in this stage of the process helps in the efficient implementation of a variety of strategic solutions. We coordinate seamlessly with your existing advisors to ensure all portfolio decisions align with your broader wealth and estate planning strategy.
Step 5: Organisation Meeting
After the transfers have completed and you've received your initial statements, we will meet in person with the objective of organizing your financial documents and helping you understand the statements and general correspondence from our firm. This includes providing you access to our client portal with real-time portfolio analytics, performance reporting, and comprehensive account information. We establish a consistent schedule for quarterly reviews and ongoing strategic appointments.
Step 6: Updates & Partnerships
The BGW Process is a proactive and ongoing operation. We consider your wealth plan to be a living strategy. We will monitor, review, communicate regularly, and make adjustments when required to help ensure the success of your long-term wealth objectives. During these regular updates together, we will implement your BGW Process strategies with continuous portfolio monitoring, rebalancing, and risk oversight: all supported by our team of professional advisors to ensure coordinated wealth management.