William Buck (Qld) is pleased to announce that we have merged with Australian financial advisory business Hillross Montefiore & Co, effective Monday 1 November 2021.
This exciting development will enable us to expand the way we work with you, as well as offer additional advisory solutions to support you and your business.
William Buck QLD and Hillross Montefiore & Co have been working independently on client files for several years and concluded that it would immensely benefit our clients to combine the two specialist businesses (Financial Planning and Tax). This will allow for high-quality advice under the same roof with a single relationship.
Our approach to Wealth
Our goal is to help people achieve their idea of financial independence. Each client has a different understanding of this concept, and we know our clients work hard for their wealth. Our role in your financial affairs is to provide organisation and a clear understanding across your family group in regard to your financial and personal goals. We then align our advice to work towards achieving these goals.
Our team focuses on delivering a highly personalised service and building long-lasting relationships with our clients. The merger presents the opportunity to have specialist tax and specialist financial advice staff under the same roof, attending joint meetings, and working collaboratively to optimise your financial affairs.
We would be pleased to meet with you and/or your family group to begin the process.
Who can we help?
High Income Professionals
Family Office Services
Self-managed Super Funds
Disclaimer: “William Buck Wealth Advisors (Qld) Pty Ltd (ABN 76 158 860 185), trading as William Buck Advice (Qld) and William Buck Family Office (Qld) is an authorised representative and credit representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence and Australian Credit Licence No. 232705”