ExpertiseCore ServicesWealth AdvisoryInvestment Wrap

Investment Wrap

William Buck’s Investment Wrap is an online administration system that releases you from the usual paperwork associated with self managed investment, giving you the ability to spend more time focussing on other activities.

It consolidates all of your investment, insurance  and superannuation  information  allowing you to monitor  and perform transactions in one convenient place while maintaing the flexibility associated with  managing your own portfolio. 
 
Through Investment Wrap you can create comprehensive tailored reports, allowing you to keep track of your investments and simplify tax returns and compliance.
 
Your William Buck Investment Wrap can be owned by the trustee of your superfund or other entities and is accessed through the portfoilio button  on the William Buck website.
William Buck’s Investment Wrap is an online administration system that releases you from the usual paperwork associated with self managed investment, giving you the ability to spend more time focussing on other activities.

It consolidates all of your investment, insurance  and superannuation  information  allowing you to monitor  and perform transactions in one convenient place while maintaing the flexibility associated with  managing your own portfolio. 
 
Through Investment Wrap you can create comprehensive tailored reports, allowing you to keep track of your investments and simplify tax returns and compliance.
 
Your William Buck Investment Wrap can be owned by the trustee of your superfund or other entities and is accessed through the portfoilio button  on the William Buck website.

 

How can it benefit me?


By using the services of William Buck Investment Wrap you are assured of:

 

Superior portfolio management and trading tools
One working cash management account

— All assets purchased or transferred listed online
Access to a wide variety of reporting 

 A database of current & historical information

More time for you to focus on other activities
One of the most cost effective superfunds

      available

 

How can it benefit me?


By using the services of William Buck Investment Wrap you are assured of:

 

Superior portfolio management and trading tools
One working cash management account

— All assets purchased or transferred listed online
Access to a wide variety of reporting 

 A database of current & historical information

More time for you to focus on other activities
One of the most cost effective superfunds

      available

 

 

 

 

 

With Investment Wrap you can:

— View your portfolio online 24 hours

— Control your superannuation choices

— Choose from ASX top 300 direct shares

— Catgorise investments by asset class

— Access 500 managed funds below market

     costs

— Access reports directly at

     williambuck.com

 

< Back to Wealthy Advisory

 

 

— View your portfolio online 24 hours

— Control your superannuation choices

— Choose from ASX top 300 direct shares

— Catgorise investments by asset class

— Access 500 managed funds below market

     costs

— Access reports directly at

     williambuck.com

 

< Back to Wealthy Advisory

 

 

Key Contacts

Fausto Pastro

Sydney

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David Alcorn

Melbourne

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Chris Kennedy

Adelaide

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Paul Cramer

Perth

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More Contacts >

Fausto Pastro

Sydney

View Profile >

 

David Alcorn

Melbourne

View Profile >

 

Chris Kennedy

Adelaide

View Profile >  

Paul Cramer

Perth

View profile >

More Contacts >

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