Steven Boyce

Principal | Wealth Adviser

BCom, DipFS, GDipAppFin, CFP®, AIF®

As a teenager, Steven considered a career in physiotherapy, but his fascination for the way the markets move, rather than the human body, meant he started his career as a stockbroker. However, it wasn’t until he joined us in 2015, after being wooed by our directors and our reputation for integrity, that he felt he’d found his home – a home with a team he describes as family.

Steven revels in the time and latitude he enjoys in his role – the freedom to focus on each client as an individual, with a particular focus on business owners, divorcees, executives and both pre- and post-retirees. He loves being able to connect one-on-one and use his considerable financial and investment acumen to help clients focus on what really matters, so he can provide the financial framework to make their dreams and goals a reality.

Time, Steven believes, is a most precious commodity, whether it’s making time for clients and taking the time to make considered financial decisions, or making the time to enjoy life. And for Steven, that means making time for travel, experiencing different cultures, being active, playing sports and being with friends and family.

Education and Associations

Bachelor of Commerce
Diploma of Financial Planning
Graduate Certificate in Applied Finance
Financial Planner CFP®
Accredited Investment Fiduciary