An integrated approach to maximise your future
We’re one of the few truly integrated full-service firms providing financial advice for business owners. Our expertise in wealth management for business owners ensures optimal alignment of your personal financial goals with your business goals and needs. We will project manage your financial affairs managing the interaction between your business profits, investments, transactions, tax planning and ownership structures.
We actively seek out opportunities to add real value to your financial affairs. As part of this project management approach, in partnership with you, we will strategically engage and coordinate experts from our firm to capitalise on these opportunities.
This end-to-end process ensures the most tax-effective and profitable outcome for both your business and personal wealth. We provide you with:
- A comprehensive strategy that amplifies wealth while offering robust asset protection.
- Tax-efficient structuring of your business and investment assets to maximise profits after tax.
- Investment portfolio advice and management that maximises your return while managing your risk.
- Debt restructuring advice to turn non-deductible debt into deductible debt, saving you interest and tax to pay down your debt faster.
- Expert advice on superannuation utilisation, ensuring it’s leveraged effectively for your future and aligns with your business objectives.
- Tailored estate planning strategies to support the transition of your business assets and personal wealth to the next generation.
- Asset protection strategies that utilise a mixture of insurance and appropriate asset ownership structures to protect your current and future wealth.
- Buy/sell agreement advice to ensure a smooth transition of business value to your family.
Our approach ensures business owners achieve the most tax-effective and profitable outcomes, blending both business and personal wealth considerations into our strategic recommendations. With William Buck by your side, you’re gaining a strategic partner committed to propelling both your business and personal wealth to new heights.