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boston

wealth

management

Navigating Your Wealth Journey,

Securing Your Financial Future.

Welcome

Welcome to Boston Wealth Management. We understand that achieving financial success requires more than just smart investments; it demands a comprehensive and personalized approach.


Our seasoned team of financial experts is dedicated to guiding you through every aspect of wealth management, from strategic investment planning to risk mitigation and estate planning. With a commitment to transparency, integrity, and client-centric service, we tailor our solutions to align with your unique financial goals and aspirations.


Whether you are planning for retirement, managing your portfolio, or navigating complex financial landscapes, Boston Wealth Management is here to provide the expertise and support you need. Explore a world of financial possibilities with us – where your wealth meets thoughtful, strategic management.

Wealth Management

"Elevate your wealth, empower your future with strategic financial management."

Daniel Micevski,

CEO of bwm

Our Services

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Budgets and cashflow Modelling

Explore financial harmony with our Budgeting and Cash Flow solutions. At the core of sound financial management, we assist you in crafting comprehensive budgets that align with your goals.


Our expert guidance ensures a strategic allocation of resources, promoting optimal cash flow management.

Navigate your financial journey with confidence, backed by our commitment to your prosperity. Embrace a dynamic approach to budgeting that transforms the mundane into an opportunity for financial empowerment.

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Investment solutions

Embark on a journey of wealth creation with our investment services. Guided by our seasoned team of professional and astute investors, we tailor investment strategies to align with your financial aspirations.


Whether you're a novice or seasoned investor, we offer personalised advice and diversified portfolios designed to maximize returns while managing risk.

Trust in our commitment to your financial growth, and let your investments thrive under the careful stewardship of our knowledgeable team. Elevate your investment experience with us and unlock the potential for lasting financial success.

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Personal Risk Protection - Insurance

Safeguard your future with our team of insurance specialists. We understand the importance of protecting what matters most to you. Our team, comprised of savvy and caring professionals, assist in navigating the realm of personal insurance. From life and health coverage to business related protection, we tailor comprehensive solutions to meet your unique needs.


With our guidance, secure peace of mind knowing that your financial well-being is shielded against life's uncertainties. Let us secure your future together, ensuring that you and your loved ones are well-protected every step of the way.

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Tax Optimisation and Asset Protection

Supercharge your wealth and sleep soundly with our tax optimisation and asset protection expertise. We excel in leveraging powerful tools like superannuation, family trusts, companies and investment bonds to optimise your tax position, shield your assets from harm, and secure your financial future.


Witness the transformational impact of collaborating with our team of tax and asset protection experts. With rigorous analysis and unwavering dedication, we craft bespoke strategies that optimize your financial future. Embrace a transformed financial landscape and watch your wealth flourish.

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Retirement planning

Embark on a fulfilling retirement journey with our Retirement Planning service. With deep knowledge and time-tested strategies, our financial experts are committed to helping you navigate the path to a secure a comfortable retirement. We create personalised retirement plans that align with your unique goals, considering factors such as lifestyle aspirations, income needs, and your risk tolerance.


Whether you're just starting to plan for retirement or reassessing your existing strategy, our professionals are here to provide guidance and support. Secure your financial future and enjoy the retirement you've always envisioned.

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Wills and estate planning

Craft a legacy that lasts with our Wills and Estate Planning services. Our expert team, consisting of meticulous and compassionate professionals, are dedicated to guiding you through the intricate process of planning your estate. Whether you're considering wills, trusts, or other estate instruments, we tailor comprehensive strategies to ensure your wishes are fulfilled and your assets are distributed according to your desires.


Embrace the peace of mind that comes with meticulous estate planning, knowing that your legacy is in capable hands. Secure a harmonious future for your loved ones and leave a lasting impact.

Our Team

daniel micevski

Daniel is a Financial Advisor at Boston Wealth Management, where he helps people enhance their lives by making smart decisions with their money.


He is a skilled financial professional who relishes the opportunity to listen, research and map strategies to help people achieve their financial goals – whether it be buying their first home, building an investment portfolio, saving for their children’s private school education and/or planning for a comfortable retirement.


Daniel's primary function is to facilitate the attainment of his clients' financial aspirations by providing comprehensive guidance through a variety of financial topics, options, and processes, encompassing personal budgeting and savings strategies, as well as navigating complex investment, insurance, and tax considerations.


Daniel has a Bachelor of Finance, majoring in Financial Planning.

Build the future with us!

Reach out to us for any comments, questions, and suggestions.

Boston Wealth Management is a Corporate Authorised Representative (CAR 1307508) of Beryllium Advisers Pty Ltd (AFSL 528250). Daniel Micevski is authorised representative (AR 1267772) of Beryllium Advisers Pty Ltd.

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This website contains general advice only and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement. In the event I am providing personal advice, this will be communicated via a ‘Statement of Advice’.