Michael Boyd

Michael has worked in the financial services industry for 16 years. Michael has a real and purposeful focus on ensuring clients maintain personal wellbeing and they fully understand the three stages of wealth management-protection, accumulation and distribution and how this relates to them.

Michael services clients from Warrnambool, Portland, Hamilton and Colac.

Michael’s extensive experience includes advising clients on matters such as:

Ø  Superannuation/Self Managed Super Funds

Ø  Retirement Planning

Ø  Risk Management of portfolios

Ø  Wealth Creation

Ø  Aged Care

Ø  Centrelink

Ø  Estate Planning

Ø  Farm Succession Planning

Ø  Personal Protection

Ø  Structural Benefits