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

Early access to superannuation: what are the risks?

Posted By Alessandra Forero on 11/05/2020 01:33:47 am

We are experiencing challenging times and extreme levels of uncertainty at present and while Canberra’s early release of superannuation initiative will benefit many, here we…

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Choosing the right type of super fund

Posted By Andrew Barlow on 20/04/2020 01:09:48 am

William Buck’s Wealth Advisory team are often asked by clients what type of super fund is the best place to host their superannuation funds. Choosing…

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Super Guarantee Amnesty – take action now!

Posted By Charis Liew on 09/04/2020 07:07:05 am

Given the Government’s recent announcement that many employees will be eligible to access up to $20,000 of their superannuation early due to the impacts of…

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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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