BOA Private Wealth
21 Reviews
- Monday9 AM–5:30 PM
- Tuesday9 AM–5:30 PM
- Wednesday9 AM–5:30 PM
- Thursday9 AM–5:30 PM
- Friday9 AM–5:30 PM
- SaturdayClosed
- SundayClosed
About the Business
BOA & Co. Accountants Sydney CBD | BOA & Co. are a highly experienced accounting firm in Sydney CBD offering a range of specialist accounting and business advisory services. Find out more.
Contacts
Website
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International Tower Three, Level 35, Tower One/100 Barangaroo Ave, Barangaroo NSW 2000
Hours
- Monday9 AM–5:30 PM
- Tuesday9 AM–5:30 PM
- Wednesday9 AM–5:30 PM
- Thursday9 AM–5:30 PM
- Friday9 AM–5:30 PM
- SaturdayClosed
- SundayClosed
Features
- Toilets
Recommended Reviews
Julie Tan
23.10.2023
BOA Private Wealth
Michelle Li has been really great and patient assisting us with our financial planning and getting the right insurance coverage for us. She was very detailed and explained everything to us as we have no prior experience with financial planning. She also provided great advice when we have doubts and issue with insurance underwriter. It was definitely worth the cost going through the process to ensure that we plan well for our retirement. We even asked her to provide insurance advice and coverage for our son who recently finished school.
Mignonne Fonseca
11.10.2023
BOA Private Wealth
Michelle Li is prompt, professional and knowledgeable, and takes the time to research and explain financial details, which are sometimes so complex. She is a pleasure to work with!
JenJen Ye
10.10.2023
BOA Private Wealth
Michelle is a knowledgeable and professional financial planner helping us sort out our insurance policies with no hassle. She also provided ongoing services and advice to our superannuation and family tax planning which makes our tax strategy more effective. I recommend her to many of my friends and she always maintains the same level of professionalism and clients satisfaction.
Jia F
18.09.2023
BOA Private Wealth
Michelle is a knowledgeable professional, passionate about helping her customers to maximize their wealth. She has deep knowledge across a broad range of financial products and is willing to understand her customers’ needs to customize the product structure suitable for them.
Norman
23.08.2023
BOA Private Wealth
Michelle Li is very patient and takes time to research and explain all recommendations. She is very easy to deal with and I have been very happy with her assistance. :-)
Ping Ren
02.08.2023
BOA Private Wealth
I met with BOA financial planner, MichelleLi, and impressed her professional advices add tremendous value on my financial needs.she keens to understand my situation and patiently explained all possible solutions and conditions of the products.She makes me comfortable leave my wealth needs in her capable hands.Highly recommended.
Jodie Rollason
23.07.2023
BOA Private Wealth
Very friendly, patient and efficient. Great person to assist with insurance.
babywen66
23.07.2023
BOA Private Wealth
Michelle was a great help when I was looking at applying for personal insurance. Michelle explained all the financial terms in the way that I can easily understand and gave me a lot of clarity and confidence to make the decision. Would highly recommend.
Jacky Janis
11.07.2023
BOA Private Wealth
BOA financial planning team has been working with us for more than 2 years. Their approach has always been transparent and professional. Great guys to work with, highly recommend.
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International Tower Three, Level 35, Tower One/100 Barangaroo Ave, Barangaroo NSW 2000
BOA Private Wealth