Janine Williamson

William Buck Wealth Advisors (SA)

Gold
28 Yrs Experience
Adelaide, SA 5000

One of the longest serving employees at William Buck, I have been providing honest, empathetic and direct advice to my clients for more than 15 years.  I get the biggest kick out of helping clients achieve their financial goals, such as watching them pay off their home loan or build up their savings.

With a genuinely caring nature, I strive to provide clients the best service I can offer, but don't shy away from providing candid feedback when it's required.  I get excited for my clients when things are going well, but at the same time I can be hard if it is in my clients' best interest.

My primary role is advising clients on invesment strategy, implementation and management, and my client base is made up of high net worth individuals, retirees, executors of estates, trustees of superannuation funds and protected estates.  My other areas of expertise include Aged Care advice, deceased estate administration and retirement strategies.

I get the most satisfaction out of helping clients of any age and any situation.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial appointments are free to assess the need and then the fee is priced based on the complexity of the work and value we can offer. Depending on the client the fee can be a retainer or once off advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.83
  • Number of reviews 3
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

William Buck Wealth Advisors (SA)

Level 6, 211 Victoria Square
Adelaide, SA 5000

Licensed by

William Buck Wealth Advisors (SA)

AFSL 230637