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Digital AFSL focus
Steeped in technology we provide our advisers with direct digital direction and cloud-base administration services.
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The conditions for advisers are changing…the new environment will allow great advisers to thrive.
Introducing Boston Reed
Advice by Design
Boston Reed is an Australian Financial Services Licensee that that is heavily invested in the adoption of technology to allow advisers to spend more time in front of clients, improve business efficiency and assist with maintaining a high level of compliance.
With a network of more than 50 advisers nationally and by embracing change, we seek to humanise technology for better outcomes incorporating behavioural finance to better engage with clients.
We seek Advisers who desire to be at the top of their game, who desire change and who desire to create a true financial advantage for their clients.
To enable this to occur we have invested in being in the unique position of being free from the influence of large institutions. We are not brand nor platform focussed. Our broad APL does not limit us from recommending an investment that is truly in our clients’ best interest. This freedom is the greatest gift a Boston Reed Adviser can give to their clients.
What does it mean to Be a Boston Reed Adviser?
In an age of the smartphone, tablets and the internet-savvy consumer, Boston Reed is the AFSL fully immersed in technology. Technology which is designed to exceed client expectations by ensuring you have access to research on the fly and reduces your practice workload.
We humanise the technology process along the way and develop business initiatives to enhance and empower your practice.
Being Boston Reed means you have access to a broad and open APL providing you the flexibility and freedom to choose from a wide range of products.
There is no reason why you cannot provide advice that is truly in the best interest of your client.
Tech First...we believe the tech savvy adviser is tomorrow's success story
Tech First is about empowering you the adviser.
Our preferred technology solution provides you with
- Digital online PD days and face to face Master Strategy Days
- Cloud based engagement
- Embedded VoIP and Messenger
- Slack client, adviser and compliance interaction
- Getting to know your client has never been easier. Use an online fact finder and built-in advice discovery app to reduce your workload while getting to know your client better.
- Enter data once and view and use the data often - because nobody likes to do a job twice.
BYO Technology
BYO technology options- Using our preferred technology is your first choice but not your only choice, if you have your own or a preferred technology partner that you have built your business around then we are here to accommodate your needs.
Our position on Tech is unique
It's knowledge in action.
It's predictive events.
It's fundamental to success.
With Boston Reed no-one needs to walk alone in the advice industry.
Compliance driven research
Wealth is powerful, wealth is personal, but wealth isn’t easy. The demands of managing the moving parts of a client’s financial life, along with the desire to leave a lasting, meaningful legacy for your client can be all consuming. We understand the challenges advisers face and the responsibility of compliance.
From the first interaction of every client relationship we seek to ease the burden of a Boston Reed adviser. Fluid and on demand compliance management, one seamless technology portal that encompasses the entire advice office requirements, bespoke advice working papers and inbuilt strategy calculators...go beyond the numbers.
Can compliance research create great advice?
We believe there is no better way to create the best outcome for your client. We achieve this by encouraging and training our advisers to be an active financial strategist using the guidance of compliance as the tool to discovery so you can achieve more for your client.
With a ratio of 1- 5 advisers, from a compliance review position our compliance team is more than capable to enhance your advice outcomes.
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Our services
We provide a wide array of specialised advisory and strategic services for our advisers, many unique to our Adviser offering and all designed to reduce the time and cost of running a highly effective advice practice
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Have Never Invested
Before working with a Boston Reed adviser over 67% of our clients had never invested and didn’t even know they could start with as little as $1000
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Had Zero Savings
Before working with a Boston Reed adviser over 86% of our clients had no medium to long term saving strategy. We showed them how with Time, Patience and small regular savings you can make big returns.
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Had No Insurance Strategy
Before working with a Boston Reed adviser over 84% of our clients had idea what they were covered for, the terms of cover and the conditions of the cover. In many aspects the cover type and conditions did not reflect the needs of our client.
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Our Approach
We understand many Advisers have outgrown their current AFSL and are searching for the opportunity to work with a team offering the highest quality of support and robust foundation of intellectual capital.
Boston Reed not only provides this but also allows the freedom to run your business as you see fit.
As an astute adviser you are seeking an active financial partner who provides comprehensive tools and relevant expertise.
You seek assistance in navigating the complex world of compliance and regulatory change. We see our role as that of a trusted adviser, providing you with guidance in simplifying what are otherwise quite complex compliance measures and assisting you in implementing the appropriate change in your business.
Offer Combines
Additional Benefits
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Are You An Adviser Seeking A Great Opportunity?
If you are an Adviser seeking an open APL, patented and effective software, client centric compliance and strive to become a Strategist then our model may be what you are looking for.
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OUR ADVISERS ENJOY...
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- The investor for today does not profit from yesterday’s growth.
- An investment in knowledge pays the best interest.
- In investing, what is comfortable is rarely profitable.
- Wide diversification is only required when investors do not understand what they are doing.
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CONTACT INFO & LEGAL DISCLAIMER
Appointment Form
Company Details
Boston Reed Pty Ltd AFSL 225738
ABN 89 091 004 885