Australia

Adelaide’s leading wealth advisors for retirement planning

Planning for retirement can be daunting, fraught with complexities and risks. We understand the importance of carefully planning for this stage of life, and we’re committed to helping you secure a stable financial future.

Getting the right financial advice can make all the difference and will ensure your retirement is not only financially comfortable but also aligned with your personal aspirations, so you enjoy the rewards of your hard-earned years.

We take a holistic approach, rooted in understanding your unique circumstances, financial standing and personal aspirations. We appreciate that each person’s journey is different, which is why we tailor our financial strategies specifically to your situation.

How we can help

  • Investment advice and portfolio management
  • Direct Shares, Managed Funds, Term Deposits, Private Equity
  • Superannuation contribution / retirement strategies
  • Self-Managed Super Fund advice
  • Super SA strategies
  • Personal risk insurance
  • Estate planning
  • Family Office for high-net-worth families

Book your free consultation with our wealth experts

Client Case

William Buck, Changing Lives - The Kemps' Story

Surf’s up, Investments are up and stress levels are down

Bruce and Margaret-Ann Kemp sold their business, invested life savings and retired at 55. Their William Buck advisor helped build an investment portfolio that has given them a stress-free and financially secure retirement. They have complete trust in the strategies and now focus on the important things in life like planning their next overseas trip.

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).