Accounting Firm Partner | Wealth Manager | Financial Planner | Superannuation Adviser
- Strategic financial and wealth management/generation advice (including business valuations), particularly for company directors, SME owners and family businesses.
- Self Managed Superannuation establishment/advice
- Succession and Estate planning with families, and
- Taxation planning including philanthropy.
My team and I discover your goals and objectives, help you get your financial affairs in order, generate/manage your wealth and keep it structured. Basically we'll be the business managers for your family's financial future.
Over 20 years experience and $150M in client funds under management
The highest compliment we receive is a referral, our service ethos has meant we are a referral built business.
Via LinkedIn - https://www.linkedin.com/in/andbuchan?trk=hp-identity-name
Happy to have a no obligation chat - please call or email.
Get in touch with Andrew Buchan