At BOS Financial Strategies we focus on providing professional quality advice that is tailored to your specific needs and requirements. We have been providing clients with advice for over 10 years to help them reach their goals and protect their financial security.
Finance is our expertise. Service is our passion
Lately we have been busy helping a number of our clients plan and prepare for retirement. Whilst retirment planning is an increasingly difficult to navigate landscape, we find we are able to assist our client’s understanding in this area and work together to draft a plan to achieve an optimum result for the client.
We also specialise in providing advice for Life, Total & Permanent Disability, Trauma and Income Protection insurance.
Jonathan van Omme and BOS Financial Strategies (Aust) Pty Ltd is an authorised representation of Synchron, Authorised Representative Nos 310742 and 1277754.
BOS Financial Advisers
Jonathan van Omme and BOS Financial Strategies are both authorised to act on behalf of Synchron.
Our Investment Philosophy
Like all successful financial advice businesses, we have a core set of investment beliefs. These beliefs shape the investment decisions we take on your behalf and give focus and discipline to the oversight of your investment goals.
We are guided in the decisions we make on your behalf by some fundamental investment principles that assist you to stay focused on your investment goals and build wealth over time. We know that investors cannot control short-term market movements. So instead we focus on factors in your control.
Understanding your attitude towards risk and return to develop a detailed risk profile.
Allocating your investments across a wide range of assets including shares, bonds, property, and cash.
Choosing the right mix of investment styles (Index & active) to achieve your goals.
Reducing the cost of investing wherever possible by implementing tax-effective investment strategies.
Rebalancing your investment back to your target asset allocation to keep you on track to achieve your goals.
We don’t focus on the markets, the economy, manager ratings or the performance of individual securities. Instead we focus on the fundamental principles that we believe can give our clients the best chance of success.
We will help you create specific and measurable investment goals.
We will help you develop a suitable asset allocation using broadly diversified funds.
We will help you minimise cost.
We will help you maintain perspective and long-term discipline.
These principles are embedded in our culture and guide the investment decisions we help our clients make.
“Jon is a true professional who listens to what you wish to achieve and strives to reach beyond these goals. Jons service is second to none and the knowledge Jon possesses is extraordinary. I would recommend Jon to anyone in need of financial advice and strategies. 5 star service every time.”Sam Winter
“It’s always a relief when someone you trust can recommend a good financial planner to you, right at the outset. That’s why I am happy to recommend the services of Jonathan van Omme of BOS FINANCIAL STRATEGIES.”Paul BarretFinancial Broker at LETS FINANCE
“Jon is extremely knowledgeable with respect to all facets of financial planning, personally helping me with procuring income protection insurance life and TP&D insurance and superannuation policies using plain English and a can-do attitude. I have relied on Jon for a number of years and cannot speak more highly on his professionalism and prompt advice.”Mitchell Spurge