The structure of your personal finances along with the decisions you make can have a significant impact on the outcome of your personal wealth.

When armed with the right advice, our clients find themselves in a better financial position to achieve their life goals.

Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to your situation, taking the time to really get to know you, your unique circumstances and your goals and ambitions.

Our wealth advisors work closely with our business advisory and tax teams. This allows them to analyse how investment strategies and transactions interact with tax planning and ownership structures to affect both your personal wealth and business.

With a multi-skilled team and high ratios of financial planners to clients, we are committed to providing the highest standard of service to our clients.

You will be appointed a dedicated advisor who is on hand to answer any queries, along with regular meetings and comprehensive reports covering portfolio performance.

In doing so we help our clients to make smart decisions about their money and ensure they maintain their chosen lifestyle.

  • Wealth creation strategies
  • Financial and strategic advice
  • Portfolio administration
  • Self managed superannuation fund compliance and strategies 
  • Estate and succession planning
  • Risk management and life insurance advice

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All the Latest From Our Wealth Advisory Team

Canberra announces early access to super as part of COVID-19 ‘Safety Net’

Posted By William Buck on 23/03/2020 11:19:31 pm

Canberra has announced changes that have the potential to affect all superannuation fund members as part of the Federal Government’s ‘Safety Net’ package to counter…

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Ultra-high net worth wealth management is a key growth area for William Buck SA

Posted By William Buck on 13/03/2020 04:58:41 am

Ultra-high net worth is the fastest growing part of William Buck South Australia’s Wealth Advisory business, according to Director, Wealth Advisory Adrian Frinsdorf. Mr Frinsdorf…

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How much will you need to retire?

Posted By Andrew Barlow on 25/02/2020 12:00:11 am

‘How much do I need to retire’ is one of the most common questions we are asked by our clients. Often, they’re in the height…

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Update on the $1.7m Total Super Balance & Transfer Balance Cap

Posted By William Buck on 17/02/2020 02:50:12 am

Australia’s $1.6m Total Superannuation Balance and Transfer Balance Cap are expected to increase to $1.7m on 1 July 2021, which could result in additional opportunities…

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