New Zealand

“Helping clients feel clear, confident and in control is what great advice is all about.”

Brett McCrae

Principal, Wealth Advisory

With over ten years of experience in financial advisory, Brett specialises in helping individuals, families, and business owners navigate complex financial challenges and achieve long-term goals.

At William Buck, Brett takes a personalised approach, listening closely to each client’s concerns and aspirations to craft tailored strategies that support a secure and prosperous future.

Brett’s role centres on delivering comprehensive advice across strategic advice planning, investment strategies and risk management. Brett is passionate about building lasting partnerships and empowering clients with clarity, confidence, and direction in every stage of their financial journey.

Outside of work, Brett is an avid participant in endurance sports events. Whether it’s a marathon or an Ironman, Brett thrives on pushing his limits and embracing the discipline and resilience these pursuits demand. Qualities that he brings into his professional life as well.

Brett also places great importance on friendships, believing that strong personal connections enrich both life and work. These values shape how he engages with clients – with authenticity, empathy, and a genuine commitment to their success.

The Facts:

Core Expertise

  • Superannuation and retirement planning
  • Wealth accumulation
  • Debt management
  • Investment advice and portfolio management
  • Risk management and asset protection
  • Estate planning

Qualifications & Associations

  • M.A (Honours) Economics with Finance
  • Graduate Diploma of Financial Planning
  • TASACL Commercial Law

Industries & Specialisations

  • Ultra-high-net worth individuals Retirees
  • Family and small-medium business owners
  • Partners in professional practice

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