Boyce Private Wealth

Our team of financial advisors, and their support staff, are committed to helping regional Australians to grow and thrive. Work with our qualified licensed providers to develop and implement an asset management strategy that aligns with your business goals and personal objectives.

Work with Boyce on a wealth management strategy just for you – and for generations to come.

Wealth Management at BoyceBoyce Graphic

Wealth management and asset protection

Professional investment advice, asset allocation strategies and portfolio management, administration and reporting

Financial strategy following the sale of your business

Planning for retirement, including superannuation strategy

Income and asset protection for you and your family, succession planning and managing intergenerational wealth

Self-managed superannuation fund (SMSF) advice and strategies

Savings plans for your children’s education

Thrive from one generation to the next

At Boyce Private Wealth, we believe in a tailored approach to secure your financial future. We're not about cookie-cutter solutions; we're about crafting strategies that suit you.

Our team collaborates seamlessly with other Boyce units – like Boyce Assurance and Boyce Superannuation Services – to offer a holistic, connected service experience. We focus on keeping your financial affairs robust and aligned with your goals, ensuring you and your family thrive for generations to come.

Wealth management
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EXECUTIVE BUSINESS UNIT LEADER, PRIVATE WEALTH

Lindsay Garnock

A Certified Financial Planner, Lindsay Garnock has more than 20 years experience in the financial advisory industry. Lindsay also has a genuine desire to help families and businesses to maximise their wealth potential, taking a personalised, integrated approach to financial planning and asset management. 

“We live the values of caring for our clients and team on a daily basis.”

Authorised Representative Number 000328855
Certified Financial Planner©
Location: Wagga Wagga and Sydney

Carolyn Morrison

Authorised Representative Number 001000788
Certified Financial Planner©
Location: Goulburn, Orange and Moree

Timothy Young

Authorised Representative Number 000322303
Certified Financial Planner©
Location: Cooma and Dubbo
Robert Watson profile photo

Robert Watson

Authorised Representative Number 000462622
Financial Planner
Location: Sydney
Adam Cameron

Adam Cameron

Authorised Representative Number 001301539
Financial Planner
Location: Wagga Wagga
Jonah Allen

Jonah Allen

Authorised Representative Number 001305055
Provisional Advisor
Location: Wagga Wagga

Opportunities, Australia wide.

Ready to start a new professional adventure with Boyce? Explore our rich and rewarding career options.

Partnering with generations to thrive.

Liability Limited by a scheme approved under Professional Standards Legislation.
Boyce acknowledges the Traditional Custodians of the Country on which we work and pays respect to Elders both past and present.