Empowering your financial future

At Walter Wealth, we provide personalised financial advisory services to help you live your best life, protect your wealth, and build a legacy.

Empowering your financial future

At Walter Wealth, we provide personalised financial advisory services to help you live your best life, protect your wealth, and build a legacy.

Rest assured, you can leave a lasting legacy

Our mission is to guide you through life’s financial decisions with clarity, confidence, and personalised advice, ensuring your long-term financial success and peace of mind.

Our journey to financial empowerment

Walter Wealth began with a vision to provide more than just financial advice.

We wanted to create a process that helps individuals and families articulate their life plans and achieve their long-term goals.

Our approach combines strategic planning and investment advice to give you the highest probability of success. We understand our client’s unique needs and goals and focus on building confidence and trust through regular reviews and strategic adjustments.

Why choose Walter Wealth?

At Walter Wealth... we go beyond traditional financial advisory services

We offer a family-board style approach, where your unique goals and needs are at the forefront.

Our personalised strategies and commitment to your success ensure that you receive advice tailored specifically to your circumstances.

We live by our values

Integrity

We believe in real connections and honest advice.

Client-Centred

Your success is our priority, and we are dedicated to seeing you thrive.

Empowerment

Helping you take control of your financial future with confidence

Nick Walter. Expert advice, personalised strategies, and unwavering support — the reassurance you need to thrive.

Years Experience
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Years at CommBank
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Years Macquarie Private Bank
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Established Walter Wealth Advice

Nick Walter. Empowering your journey with expert advice, personalised strategies, and unwavering support to reassure and help you thrive.

Years Experience
0 +
Years at CommBank
0
Years Macquarie Private Bank
0 +
Established Walter Wealth Advice

Meet Nick

Nick is a significant figure in the Australian investment markets. With a rich background spanning 25 years, Nick specialises in collaborating with individuals, families, and not-for-profit organisations to manage their financial assets effectively.

He offers guidance in corporate governance, policy development, and investment management, ensuring that his clients’ portfolios are optimised to deliver meaningful returns with moderate risk.

Nick’s passion lies in crafting and sustaining effective portfolios that yield meaningful returns while maintaining moderate risk. Leveraging his extensive experience, robust network, and in-depth research capabilities, Nick ensures that all investments are of the highest quality, highly cost-effective, and consistently outcome-driven.

Nick’s drive stems from his deep connection with clients and his desire to assist them in achieving their sought-after lifestyle or legacy. Viewing his clients as collaborative partners in their financial journey, Nick’s commitment to constructing resilient portfolios transcends mere professionalism; it embodies a personal quest to safeguard his clients’ prosperity and furnish them with the opportunities they rightfully deserve.

In Nick’s words, “We may not be able to control the world in which we invest, but we can choose the people with whom we invest”. This philosophy underscores his commitment to helping his clients navigate the complexities of the investment landscape with confidence and clarity.

"Nick has looked after us for 15 years as our Macquarie Private Banker. Apart from his engaging personality, Nick has been diligent, knowledgeable, proactive, courteous and has always been focussed on our best financial interests."
Catherine and John Percy
Client of 15 years

Start your journey towards securing your financial future.

Feeling uncertain about the future? It’s difficult to predict how our decisions and actions will impact our future selves and lifestyle.

On the call, we’ll identify your financial goals, determine if we can assist you, and begin mapping a path toward financial well-being.