One of Australia's few truly independent financial advisers until December 2017, when we merged with a firm that has some insurance commission paying clients.
We aspire to help clients find freedom through professional financial advice. Our financial advice for an agreed fee provides peace of mind and greater certainty that objectives will be achieved.
William Buck Wealth Advisors has an open and honest fee structure. You may pay us a fee (‘fee for service’), which is based on the scope, size, complexity and value of the services provided.
We may also receive a commission in respect of a life insurance product.
Tailored financial investment strategies according to me and my family’s short term and long term goal.
Ongoing planing, adjusting, and reviewing my wealth when there was needed.
As an advisor, Michael is Prudent, knowledgeable, good listener and accommodating.
His knowledge is all round, from wealth maintenance to develop to will and estate which give me a peace of mind if anything happens to me, I know my family’s interest is protected.
He always acts upon the clients best interests.
He is trustworthy. And I would highly recommend him as a long term advisor for families.
Michael is always available and his advice to me l accept and always go with his recommendations
I am very happy with Michael’s expertise in managing my self managed super fund. He notifies me to arrange a meeting when changes need to be made and explains the the advantages of their decisions. He has good communication skills which is important to those who need an easy to follow explanation. I would recommend Michael to anyone looking for a financial adviser.
Overall Michael is very good. Knows his stuff and explains well. Sometimes I feel I have to follow up. Would be great to get updates, even if the update is no movement.
I was extremely relieved when I found Michael and have been happy with his services since that time. I had become disillusioned with my financial advisor due to high fees and limited knowledge on their part. . Michael reviewed and then restructured my portfolio based on my objectives and addressed any concerns. I always feel very comfortable in approaching him for clarification when required and trust his judgment . His keen interest in helping others attain their goals in their financial matters, plus his integrity and professionalism displayed are impressive. . I have no hesitation in highly recommending his financial services to others.
- Adviser status Platinum
- Number of reviews 20
- First year providing advice 2002
- Years of experience 20
- Master of Management (Financial Management)
William Buck Wealth Advisors (NSW) Pty LtdLevel 29, Civic Tower, 66 Goulburn St
Sydney, NSW 2000
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
William Buck Wealth Advisors (Nsw) Pty Ltd