Australia

Wealth management for high-net-worth individuals

Managing significant wealth can be intricate. While you may have expertise in tax, finance and investments, we can complement your abilities and maximise your wealth-building potential.

Regardless of your situation, we are committed to partnering with you to deliver value. Leveraging our expertise and project management acumen, we can assist in bespoke financial strategies tailored to your unique and intricate circumstances.

We offer a holistic approach to help build and preserve your wealth, ensuring every aspect is carefully managed and aligned with your financial aspirations. Whether that’s maximising after-tax income and growth, safeguarding assets, planning estates effectively, and/or facilitating efficient intergenerational wealth transfer, we’re here to provide trustworthy advice and guidance at every step.

How we can help

  • Financial Management
  • Investment Management
  • Intergenerational wealth transfer
  • Tax effective planning
  • Personal and general asset protection
  • Estate planning
  • Philanthropy
  • Financial administration

Book your free consultation with our wealth experts

Do you have sufficient insurance?

If your annual earnings exceed $100,000, it’s imperative that you have sufficient insurance. Ensuring adequate coverage is crucial to protecting yourself, your family and your business from the financial consequences of death, illness, or injury. Get in touch today for an insurance quote.

How we work

More than just advisors

We’re dedicated to understanding what drives you, ascertaining your vision for financial freedom and being the compass that helps get you there. We pride ourselves on our integrated approach, which sets us apart and positions us as the premier wealth advisory partner in the market. We act not only as expert advisors but as your financial project manager, working to build and protect your wealth for current and future generations.

An integrated approach to achieving the life you want

Operating within a fully integrated firm of financial, tax and business advisors, we are uniquely positioned to manage all your financial affairs.

Your financial advisor acts as your project manager to coordinate a team of specialist wealth management professionals, as needed, to meet your financial and personal goals.

Our expert knowledge, combined with our ability to bring together and lead a well-organised team of wealth advisory professionals ensures that we deliver optimal outcomes efficiently.

Local knowledge and global reach

As a member of the Global Praxity Alliance, the world’s largest and fastest-growing alliance of independent accounting and advisory firms worldwide, we have a global reach and scale that spans over 120 countries. This means we have access to local expertise from all major investment markets, expanding our knowledge and helping us identify new opportunities.

SA Wealth Advisory Specialists

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Andrew Barlow
Partner, Wealth Advisory

Adelaide

Andrew Bradley
Principal, Wealth Advisory

Adelaide

Adrian Frinsdorf
Partner, Wealth Advisory

Adelaide

Lee Fuller
Partner, Business Advisory

Adelaide

Danielle Jones
Partner, Wealth Advisory

Adelaide

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Tricia Kleinig
Partner, Superannuation

Adelaide

Eben Lok
Principal, Wealth Advisory

Adelaide

Aaron Trombetta
Partner, Wealth Advisory

Adelaide

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Janine Williamson
Partner, Wealth Advisory

Adelaide

Book your free, no-obligation consultation

At William Buck, our commitment to our clients is what sets us apart from other private wealth management firms, positioning us as your premier wealth advisory partners. Get in touch today for a free, no-obligation consultation. There’s no hard sell – our services speak for themselves. We’ll take the time to understand your situation and talk you through what we can do to assist you.

Book your free, no-obligation consultation

At William Buck, our commitment to our clients is what sets us apart from other private wealth management firms, positioning us as your premier wealth advisory partners. Get in touch today for a free, no-obligation consultation. There’s no hard sell – our services speak for themselves. We’ll take the time to understand your situation and talk you through what we can do to assist you.

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Disclaimer: William Buck Wealth Advisors are one of South Australia’s largest locally owned wealth advisory practices and can provide advice on a wide range of investments and strategies. They are the financial planning arm of the reputable accounting firm William Buck, providing trusted wealth advice to South Australians for over 30 years (AFSL 230637, Australian Credit Licence 230637).