Chris Boag profile photo

Chris Boag

Royston Capital Pty Ltd

Gold
23 Yrs Experience
Melbourne, VIC 3000

About

Royston Capital was established in 2013 as a carve out of a well-known Melbourne family office. Our background and experience from family office and private banking continues to influence our advisory process and services to clients as does our own family history. We are committed to building long term relationships with our clients and future generations.

Royston Capital provides a range of coordinated services to establish and deeply understand the client's financial goals and objectives, develop a strategy to build and preserve wealth, implement the strategy and monitor the strategies progress.

We have a core set of values at Royston Capital that put you first. We also adhere to the Code of Ethics as set out by peak body ‘The Financial Planning Association of Australia’.

Royston Capital Pty Ltd prides itself on being privately owned and operated.

Philosophy and Values

Royston Capital focuses on providing advice that puts the clients’ best interests first. The provision of advice is overlaid with an in-depth understanding of the wealth objectives and taxation considerations.

We seek to preserve the real value of capital while prudently enhancing wealth over the long term. Our logo uses a stylised version of the Boag family crest to help represent the values of Royston Capital and our heritage, with each part of the family crest having a traditional meaning.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Strategy advice is charged at an hourly rate, quoted upfront. An ongoing retainer can also be agreed. Investment management is charged on a FUM basis.

At a glance

  • Adviser status Gold
  • First year providing advice 2002
  • Years of experience 23
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Royston Capital Pty Ltd

Level 6, 111 Collins St
Melbourne, VIC 3000

Licensed by

Royston Capital Pty Ltd

AFSL 438262