Over 13 years experience in the financial planning industry, with extensive experience in different areas of Wealth Management.
I am committed in helping clients to reach their optimum financial destination. I achieve this by listening to clients and providing them with a comprehensive solution that meets their goals through my tailored fee for service pricing structure and maintaining business relationships at arm’s length.
What this means to the client is peace of mind that they obtain the services and products that are the most appropriate for them. I believe that the key to reaching their financial destination is by ensuring every aspect of their finances is reviewed and collectively works toward meeting their goals.
My advice ranges from Asset Protection, Business Succession Planning, Wealth Accumulation, Debt Minimisation Strategies, Gearing, Retirement Planning, Taxation Strategies, SMSF, and Estate Planning.
My mission is to build close, lifelong relationships with my clients to understand and help them achieve their financial and lifestyle goals.
Bill responded to an email from me on Christmas Day. This was grear service
Bill is an excellent advisor who I have a lot of confidence in. He and his business partner Ken Calderwood are always available for help and assistance.
Bill and his colleague were able to answer all of our questions and put us at ease with the options available for future investment and growth. He is available to respond to questions we may have from time to time and able to explain the world of financial jargon.
Bill has advised us in areas of centrelink requirements and superannuation funds. Bill explains issues very clearly, and we are very confident in the advice given. When necessary we have always had Bill's full attention to our needs.
'Bill has given me advice in areas including loan products, self managed super funds and managing debt. Bill was able to explain things to me in a clear way. Through Bill's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Bill's full care and attention when I needed it.'
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2004
- Years of experience 19
- Bachelor of Business (Financial Planning)
High Street WealthSuite 5e, 4 Belgrave St
Kogarah, NSW 2217
- 9:00am – 5:00pm Monday – Friday
High Street Wealth