• Wealth Management

Empowering Legacies Nurturing Prosperity

  • Wealth Management

The best wealth solution is the one made for you

Generational Empowerment

Boman is dedicated to helping high-net-worth families build cross-generational investment portfolios. We establish a foundation for robust asset growth, empowering each client to achieve personal success and ensuring sustainable development and enduring legacy for family wealth.

Comprehensive Investment Choices
Boman offers a range of asset categories for high-net-worth families, utilizing diversified investments to manage risks and facilitate sustained returns across market conditions. Our expertise extends to alternative asset allocation, including private equity, private credit, and hedge funds, providing strategic alternatives for wealth preservation.
Customized Wealth Allocation
At Boman, we employ a personalized approach to wealth allocation, carefully balancing returns, liquidity, cash flow, and risk. This ensures optimized wealth allocation for every family, guaranteeing continuity.
Continuous Financial Monitoring
Our commitment includes continuous financial monitoring and adaptation. Regular reviews and adjustments to strategies are made to align with evolving market conditions, ensuring your financial objectives remain on track.
  • Our Wealth Philosophy
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  • Our plan

Build your plan with Boman

Step 1: Set Goals

Define your financial objectives and aspirations.

Step 2: Evaluate Risks

Assess market and personal risks to tailor a risk management strategy.

Step 3: Formulate Strategy

Develop a customized wealth allocation plan aligned with goals and risk profile.

Step 4: Execute Strategy

Implement the wealth allocation plan efficiently using diversified financial instruments.

Step 5: Monitor and Adjust

Continuously assess portfolio performance and adjust strategies as needed.

Step 6: Communicate Regularly

Provide transparent and regular reports on portfolio performance and financial goals.

  • Contact us

Schedule your personalized consultation today

We

are

better

together.

Drop your contact details into the form, and we’ll reach out to you!

OR REACH US AT:
Tel: 1300 22 66 66
Email: info@boman.group
Level 28, 55 Collins Street, Melbourne VIC 3000