Steven Boyce, Cfp®, Aif® Email and Phone Number
Steven Boyce, Cfp®, Aif® work email
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Steven Boyce, Cfp®, Aif® personal email
♦ I lead a team of professionals that deliver a service to my clients where they have clear plan and strategy in place across all areas of their financial lives and are incredibly well organised. I am a part owner of Capital Partners, a Certified Financial Planner® and Accredited Investment Fiduciary®.What makes Capital Partners different: ★ Our clients benefit from the expertise across all the people in our business. Capital Partners has a team-based approach where we work collaboratively together.★ Capital Partners won the Financial Planning Association of Australia Professional Practice of the Year award in 2017 and 2019. This is broadly regarded as the top National business award in our industry. ★ Capital Partners are one of the largest privately-owned Wealth Management businesses in Australia, managing assets of around $2B for around 600 family groups.★ We have developed our own custom processes to help our clients: (i) Wealth With Purpose – A book written by our CEO David Andrew. Contact me for a copy. (ii) Wealth Map™ - a tool that we designed to create conversations around what your ideal life looks like and help identify the issues that keep you awake at night. How I can help you:★ I seek to have deep relationships with a small number of clients where we are meeting regularly face to face. ★ I understand the challenges my clients face managing large portfolios and working through legacy planning. Ultimately wealth is an enabler to living your ideal life as well as being able to impact on others. ★ Great advice requires understanding your family, intelligent thought and a dynamic ongoing strategy that can adapt as your lives change. Contact me: 6163 6100 or sboyce@capital-partners.com.au for a catch up or complimentary second opinion. Specialties: ► Pre-Retirees► Retirees► Successful Business Owners (or those that have recently sold their business)► Divorcees ► C-Suite Executives► ProfessionalsWebsite: www.capital-partners.com.auThe information provided on this site is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different and you should seek advice from a financial planner who can consider if these strategies and products are right for you.CAPITAL PARTNERS CONSULTING PTY LTD TRADING AS CAPITAL PARTNERS PRIVATE WEALTH ADVISERS ABN 27 086 670 788 AFSL 227148
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Private Client AdviserCapital Partners Private Wealth AdvisersPerth, Wa, Au
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Private Client AdviserCapital Partners Private Wealth Advisers Feb 2015 - PresentWest PerthIn a world filled with political, economic and social uncertainty, sound financial advice - advice based on evidence and your values and life goals - holds the key to a happier, healthier life. This is what we believe at Capital Partners, and we have over 20 years' experience helping successful WA families build their wealth with purpose. Read more about our evidence-based approach, and award-winning advice at www.capital-partners.com.au -
Investment Committee MemberSwimming Wa Feb 2018 - Dec 2021Working on the Swimming WA investment committee to assist with the investment strategy, governance and planning. -
Wealth AdviserThe Wealth Designers Aug 2012 - Jan 2015West PerthAs a Wealth Adviser at TWD, I worked closely with my clients to build strong relationships which enabled them to maximise the probability of achieving their aspirations and goals. This was delivered through comprehensive and ongoing financial, strategic and project management of their affairs. -
Institutional AdviserHartleys Limited Dec 2007 - Oct 2011At Hartleys, I gained important experience advising and operating in the retail and institutional stockbroking fields. My work took me around Australia, Asia, Europe and the USA where I advised and formed relationships with fund managers from some of the biggest hedge and pension funds globally.This work enabled me to build a deep knowledge spanning multiple investment markets and asset classes.
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Financial AnalystWoodside Energy Dec 2006 - Dec 2007Perth, AustraliaI started my career as a finance graduate at Woodside where I worked in the Budgeting and Forecasting team. During my time here I helped deliver the budget and worked to improve the systems and processes involved in its delivery.
Steven Boyce, Cfp®, Aif® Skills
Steven Boyce, Cfp®, Aif® Education Details
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Accounting, Economics And Finance -
Scotch College
Frequently Asked Questions about Steven Boyce, Cfp®, Aif®
What company does Steven Boyce, Cfp®, Aif® work for?
Steven Boyce, Cfp®, Aif® works for Capital Partners Private Wealth Advisers
What is Steven Boyce, Cfp®, Aif®'s role at the current company?
Steven Boyce, Cfp®, Aif®'s current role is Private Client Adviser.
What is Steven Boyce, Cfp®, Aif®'s email address?
Steven Boyce, Cfp®, Aif®'s email address is st****@****.com.au
What schools did Steven Boyce, Cfp®, Aif® attend?
Steven Boyce, Cfp®, Aif® attended The University Of Western Australia, Scotch College.
What skills is Steven Boyce, Cfp®, Aif® known for?
Steven Boyce, Cfp®, Aif® has skills like Investments, Wealth, Retirement Planning, Investment Strategies, Wealth Management, Financial Planning, Portfolio Management, Estate Planning, Strategic Financial Planning, Financial Services, Superannuation, Risk Management.
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