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.

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.

We provide comprehensive advice, taking the time to understand all your financial concerns and aspirations and build a unique, personalised strategy to match. 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.

High Net Worth Individuals

We provide a holistic approach to the financial well-being of High Net Worth Individuals, ensuring every aspect is carefully managed. Tailoring strategies to help you build and preserve your wealth, we take a holistic approach to managing your financial well-being, ensuring every aspect, from investments to retirement to wealth transition, aligns with your financial aspirations.

Wealth Management for Business Owners

For business owners, navigating the intricate landscape of personal and business finance can be daunting. We understand the unique challenges and opportunities that come with owning a business, offering tailored solutions that seamlessly align your personal wealth aspirations with the objectives of your business.

Family Office

As trusted advisors to some of the wealthiest families in Australia and New Zealand, we approach each engagement with care and confidentiality and provide a highly sophisticated, bespoke service. We create strategies that align with your vision and coordinate a team of experts to help you achieve your goals.

Frequently asked questions

What is wealth management?

Wealth management is a comprehensive approach to managing and growing an individual’s or family’s financial situation. It encompasses a range of services, from investment advice to financial planning, tax strategies, estate planning and beyond. At William Buck, wealth management isn’t just about numbers. We integrate our wealth advisory services to provide holistic solutions tailored to your individual goals and aspirations.

Is it worth paying for wealth management?

Absolutely. Investing in wealth management advisory services can be a game-changer for your financial future. It’s not just about managing your money, but about leveraging expertise to make informed decisions, identifying growth opportunities and mitigating risks. With a private wealth management firm like William Buck, you are paying for a comprehensive wealth advisory service that aligns your financial resources with your goals, ensuring your wealth is not only preserved but also enhanced. Over time, the return on this investment can be significant, both in terms of financial growth and peace of mind.

How do I choose a Wealth Management Advisor that is right for me?

Choosing the right Wealth Management Advisor is crucial. Begin by assessing your financial goals and needs. Then, look for advisors with expertise in areas relevant to you. Consider their reputation, the range of services they offer, and their fee structure. 

At William Buck, we pride ourselves on our integrated national wealth advisory approach. We recommend arranging an initial meeting to gauge the compatibility between you and a potential advisor, which will allow you to evaluate their understanding of your needs, their approach, and whether you feel a personal connection. Remember, a Wealth Advisor is not just a service provider but a long-term partner in your financial journey.

Wealth Advisory Specialists

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