Promo About Us

About our company

At Box Hill Financial Services we believe individuals at all stages of life need financial advice whether it is a young adult starting out in life to accumulate assets or a pre-retiree focussed on life after work.

We are an advice driven practice and assist our valued clientele achieve their goals and objectives based on their needs and more importantly their wants.

 

An individual can generally be classified as belonging to one or more than one stages of the financial phase at any given time:

  • Accumulation
  • Conservation
  • Distribution

 

We have different strategies based on which phase you are in and the strategies are formulated to keep in line with your personal circumstances.

 

client

 

value

“We assist individuals, families and small business owners achieve their financial goals tax effectively, whilst preserving their lifestyle and by enhancing their cash flow.”

 

 

proof

  • In excess of 15 years experience in financial advising locally and internationally.
  • Fully qualified team of advisers internally with extensive external support.
  • Focus in the Self Managed Super Funds, Estate Planning, Personal Insurance and Business Succession space.
  • Strategic relationships with other finance and legal professionals.
  • Members of Financial Planning Association of Australia.
  • Work purely on referrals from satisfied clientele and centres of influence.

 

 

  • We recognise that each client is unique and tailor make plans according to their objectives.
  • We implement sensible, easy to understand solutions that are comprehensive and meets our clients’ goals.
  • We monitor and gauge the effectiveness of clients plans and propose adjustments if needed on an ongoing basis.
  • We ensure that clients are well informed and their knowledge enhanced via regular updates and communication.
  • We add value to our clients financial plans and our fees and charges are reflective of this value add.

 

 

We look forward to working together and assisting you to navigate through the accumulation, conservation and distribution phases of your financial journey.

 

Guarantees