What Our Clients Say

Boutique Advisers has been looking after my family’s financial wellbeing for nearly 15 years and in that time has become more than a financial adviser; the Boutique team has become a trusted participant in our family’s long-term goal planning and execution.

With Gary at the helm, the returns take care of themselves, but it’s the focus on meeting our aspirations whether it’s short, mid and long-term lifestyle goals or the structure and focus of our investments or managing the complex relationships between family trusts, family businesses and individual taxation obligations. Boutique has us covered.

Boutique provides peace of mind knowing that a team of high performing professionals is making sure we can meet our plans for today, for tomorrow and whatever life may throw at us along the way.

David

We have engaged Gary and the Boutique team for the last twenty years to manage our family investment funds on behalf of my wife and I, and our children. We have found their service to be the best we have encountered in five decades of managing family investment portfolios. Their services are broad ranging, and start with providing independent investment advice. They have also advised us on arranging wills, private investment ventures, arranging margin loans at very competitive rates, arranging tax-efficient asset sales, accounting services, and negotiating property acquisitions and sales.

Gary, Monica and the team have always been diligent in attending to our financial affairs, providing prompt reminders for attending to administrative matters and also regularly reviewing our financial affairs. One of the distinguishing attributes of a well-organized firm is comprehensive procedures to ensure that every detail is attended to, from archival storage of important documents to estate planning. Boutique have built up this capacity over the years we have known them. We thoroughly recommend Boutique for broad-ranging and independent family investment support.

James

We have been working with Gary and the Boutique team since the early 1990’s and they helped us through many of life’s big events – buying and selling a medical practice as young doctors, moving homes, investments, interstate relocation and, more recently, planning for retirement.

The team has provided invaluable help across all of these events. No question is too ridiculous and they are extremely efficient with all aspects of their service. Calls are always followed up and responded to promptly. Monica in particular has been absolutely outstanding and a delight to deal with.

Given our backgrounds, we have occasionally needed some extra support with financial matters and feel like we get that and more from Gary and the team. Even though we moved from Perth to Melbourne over 15 years ago, there was no question that we would continue working with Boutique. COVID years withstanding, we have seen Gary at least once a year when he comes over to have a face-to-face meeting with us – this special attention and personal touch has been invaluable and is much appreciated.

My decision to retire in late 2022 was made easily and with confidence with the help of Gary’s assistance and planning well beforehand.
It has been a delight and comfort to have had Boutique help us make major decisions over the last 30+ years. We couldn’t imagine trusting anyone else with our finances.

Manjit

Gary and the team at Boutique Advisers go above and beyond providing our family trusted and tailored wealth advice. Their holistic approach is not just about financial performance, it’s also about ensuring my family and I can focus on what’s important to us. Gary is a trusted pair of hands helping us with our investments and importantly what strategies we need to follow so we can achieve everything we want in life. What is important to us is that they truly understand that financial security for our family and working with us to achieve our goals are integral to our financial wellbeing. We would highly recommend the Boutique Advisers team to those seeking any formal of financial advice and surety for their family.
Ben

I had the privilege of working with Boutique Advisors for several years and I cannot express enough how impressed I am with the quality of their financial advisory service. From the moment I walked into their office, I was met with professionalism, expertise, and a genuine commitment to helping me achieve my financial goals.

Karen took the time to listen to my specific financial needs and goals and tailored a comprehensive plan that met all of my expectations. Karen’s knowledge of the financial industry is truly exceptional. Karen explained what appeared to me as complex financial concepts in a way that I could easily understand.

One of the aspects that I appreciated the most was the level of personal attention I received. Karen is always readily available to answer my questions and offer guidance whenever I needed it. This made me feel like a valued client and not just another account number.

Furthermore, I have no hesitation in recommending Boutique Advisors services. This is only reinforced by the exceptional support I received from Kim in administering our plan. Karen and Kim seamless teamwork enhanced my overall experience.

Frank

We value your feedback!

If you’ve had a positive experience with Boutique Advisers, please take a moment to share your thoughts with us.

Kent WarburtonKent Warburton
00:19 16 Nov 23
I have been with Boutique for many years and find them competent and professional.
Peter BirchPeter Birch
03:13 15 Nov 23
We are very confident in having our investments handled by Boutique Advisers. All transactions are transparent and notified, and the fee structure is set up front annually through regular reviews. Have been with our financial adviser for 23 years, though all the downs and the ups of the market.
Jim FisherJim Fisher
03:12 15 Nov 23
Excellent customer service provided in a very friendly and professional manner. Always ready to discuss any issues promptly and ensure that we have an accurate picture of our portfolio.
jonesowenrjonesowenr
02:21 10 Nov 23
Boutique Advisers have been helping with our financial planning and our self-managed super fund for many years. They have always been efficient and prompt. Boutique are now helping our youngest son with his finances and I suspect will be helping our only daughter as well in the near future.
Brenda cheverallsBrenda cheveralls
11:44 08 Nov 23
I have had a very positive interaction with Boutique Advisors. The staff are very friendly and professional, provide regular detailed updates and are always available when required to answer questions. I have only had very positive experiences with Boutique Advisors and am very happy with their services and advice.
Moji NegroMoji Negro
09:54 08 Nov 23
We've been using Boutique advisers for approx. 6 years for financial planning and have absolutely no regrets. It's great having a partnership with them to assist us in achieving our financial goals.Everyone we deal with are very professional and efficient.We have and would recommend them.
jonathan freemanjonathan freeman
05:36 08 Nov 23
Had some great meetings with the team at boutique, before finally settling on the right financial plan for my future. Throughout the process, they kept me informed, listening to my goals and helping come up with a solution. Great service, no pushy salespeople and very competitively priced for their services and ongoing support.Have recommended Boutique to my friends.
Fraser McInnesFraser McInnes
06:22 29 Sep 23
Very professional team having dealt with Gary, Sean, Monica and Nicole in different capacities for near on 10 years.Always had clients best interests at mind. Provided sound and knowledgeable advice. Highly recommend.
js_loader