William Jackson
Bold Wealth
Bill has been providing financial advice since 2013, achieving Certified Financial Planner status in 2015.
He helps his clients by understanding their unique goals and developing strategies to help them achieve these.
Whilst having a keen interest in small businesses, he also assists pre-retirees to grow and optimise their superannuation, younger families with their insurance needs, and first-home buyers build house deposits.
Bill also has a strong understanding of tax, accounting and business structures, leading the financial planning arm of an accounting practice for many years. This knowledge of the tax system helps him put together creative strategies to help clients minimise their taxes where possible.
Outside of work, Bill enjoys travel, sport and food and wine. He is kept busy by his 7 and 6-year-old daughters and his very active Beagle. amily.
Expertise
My fees
The initial meeting is always no obligation. If there is work that we can assist with, then from this point the fee will depend on the scope, variety and complexity of the advice. All our fees are fixed fees, we work on a no commission basis.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 9
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Bold Wealth
Suite 3, 35 Cotham RdKew, VIC 3101
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Owen Partners
AFSL 516624
