Good financial advice is more than managing money.
It's about listening to you, and what you hope to aspire.
It's about understanding your purpose. The reason you get out of bed every morning. Your 'Why'.
And it's about working together to build a strategy that gets you there.
I accidentally fell in love with my profession.
Many years ago, I studied Economics and Finance at University, intending to become an Equities Analyst.
While studying, I settled in to a role as a Paraplanner. It was meant to be a temporary gig while I finished my degree.
At the time, I sorely misunderstood the purpose of financial advice. But in connecting with people across all walks of life, I learned to appreciate the complexity and uniqueness of each individual, and the advantage that quality advice affords them.
Now, almost a decade later, I've met and helped hundreds of different people, families and businesses in achieving their goals. Some examples include:
- Buying a new home
- Travelling more
- Helping the kids
- Achieving financial freedom
- Growing the business
- Navigating divorce
- Looking after elderly parents
- Changing careers
In my experience, the greatest probability of success is attained through mutual understanding, careful planning and ongoing guidance.
I love connecting with people so please drop me a line!
Michael provided me with extensive choices and knowledge in super funds and all round cover insurance. He always explained things in a clear way. Through Michael’s knowledge and experience I feel extremely confident that the advice given was right for my needs. I always received Michael’s full care and attention when I needed it.
Michael assisted my understanding in a very complex area with regards to Insurance and Superannuation, as well as the most effective tax strategies for these services. Michael was very punctual in returning my calls, professional in answering my questions, and patient in providing me the necessary information I needed to make an informed decision. I have already recommended Michael to people I know.
Michael has given us advice in areas such as superannuation, insurance and wealth management for our children. He has been very effective in communicating information in a clear and logical manner. Because Michael is clearly prepared, competent and diligent, we feel confident that his advice was right for our needs. We have always received Michael's full care and attention when we need it.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Bachelor of Economics and Finance
William Buck Wealth Advisors (NSW)Civic Tower, Level 29, 66 Goulburn St
Sydney, NSW 2000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
William Buck Wealth Advisors (NSW)