What Our Clients Say
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.
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.
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.
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.
From our first meeting what I loved about Karen and Gary’s approach was they wanted to understand what was important for my husband and I both now and in the future. They took the time to understand our challenges, limitations and goals. They helped us to develop a realistic financial plan for our circumstances and have helped us adapt it as our circumstances have changed. I am so grateful for the knowledge they have shared with us and the personalised approach they take to client service. I wouldn’t hesitate in recommending them to anyone who feels like there must be more they can learn about how to manage their money wisely and ethically.
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