Proudly Serving
Melbourne
Buckingham Strategic Wealth Melbourne offers diverse wealth planning services that impact our clients’ holistic financial lives. We know as wealth grows, so does the complexity of planning. We understand everyone’s financial life is different, so we work with clients to help them navigate personalized wealth planning to understand their needs, identify opportunities and future goals, and plan holistic strategies and solutions.
Our team offers client focused, comprehensive financial advice and wealth management grounded in evidence-based investment strategies. Our goal is to provide guidance for people to create the life they want. For more than 20 years, our team has offered direction and education to our clients, so they have confidence when it comes to their financial futures.
Our Services
- Wealth Management
- Portfolio Design
- Retirement Planning
- Tax-Efficient Strategies
- Fixed Income Portfolio Creation
- Social Security Optimization Strategies
- College Savings Plans
- Wealth Transfer
- Multigenerational Coordination
- Insurance Analysis
- Charitable Gifts Planning
- Coordination with Other Consultants (CPA, Attorney)
- Business and Succession Planning
- Educational Resources and Events
- Estate Planning Consultation
