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.
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.
I have been a client of Janine's for over a decade and she has always provided excellent service and been able to support me through changing times. Her breadth of knowledge and experience ensures that she is able to effectively support me in financial decision making. Her approachable demeanour and clear communication enables me to understand my choices and be confident in my financial decisions.
Over the years Janine has guided us with sound advice. Her expertise has given us a well grounded share portfolio and superannuation portfolio. She respects our conservative approach and has adapted to suit our lifestyle as we have aged. We also appreciate her guidance in regards to insurance protection. Janine has helped forge peace of mind for our family and created a sound investment platform that we are very satisfied with.
Janine has always offered considered advice which I confident is based on appropriate research. She has always been available when needed and been able to assist or has returned calls when she has the appropriate information. She also takes a personal interest in clients which is very much appreciated
- Adviser status Gold
- Number of reviews 3
- First year providing advice 1996
- Years of experience 27
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
William Buck Wealth Advisors (SA)Level 6, 211 Victoria Square
Adelaide, SA 5000
William Buck Wealth Advisors (SA)