Secure your financial future with expert investment advice
Personalised investment advice for high-net-worth individuals seeking to maximise their returns and achieve their financial goals.
Advice to get you financially well organised
Investment advice
Proactive Strategy
We don't just react to market changes; we anticipate them
Personalised Plans
Your investment strategy is as unique as you are
We take the time to understand your financial goals, risk tolerance, and life aspirations to create a plan that fits you perfectly.
Maximised Returns
Grow your wealth consistently
We aim to deliver returns that outperform standard market averages through disciplined investment practices and strategic allocation, ensuring your wealth grows consistently.
Comprehensive Support
We’re with you every step of the way
From initial consultation to regular reviews, we’re with you every step of the way. Our commitment is to provide ongoing guidance and adjustments to your strategy to keep you on track.
“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 focused on our best financial interests.”
“Nick has the most valuable skill that he is able to explain relatively complex matters, such as the vagaries of capital markets, to any audience from ‘Mum and Dad’ investors to a Board of sophisticated professionals.”
Rest assured, you can leave a lasting legacy
Discover how our personalised investment advice can help you achieve your financial goals. Schedule a consultation today.
Tailored investment plans to help you achieve your life goals
- Identify and define your financial goals, such as planning for retirement, paying for your children’s education, or building wealth
- Personalise your plan to your risk appetite and return requirements including diversifying your portfolio to manage risk effectively
- Guidance and ongoing support to help you understand your investments better
Market insights and analysis empowering you to make informed investment decisions
- Highlight future risk areas and growth opportunities to enable more confident portfolio decisions
- Guide to alternatives
- Exclusive capital market opportunities
Regular portfolio reviews to ensure your plan stays on track
- Ensure your investment portfolio remains aligned with your goals and expectations
- Identify areas that need adjustment, especially when major life events occur or there are significant changes to market conditions
- Keep your financial health in optimal condition
You asked, we answered
What kind of investments do you recommend?
We recommend a diversified mix of investments tailored to your financial goals, risk tolerance, and timeline. These may include direct equities, managed portfolios, index funds, ETFs, specialist fund managers, global equities, property, infrastructure, and high-yield bank accounts.
What makes your investment advice different?
Our advice is highly personalised, combining decades of experience with institutional-grade research. Unlike generic solutions, we focus on creating tailored strategies that align with your unique financial goals, providing both strategic and tactical insights. We prioritise sustainable, long-term growth while minimizing risks.
Why should I choose a financial adviser over robo-advisors?
Robo-advisors lack the personal touch and expertise needed for complex financial situations. We provide tailored strategies, holistic planning, and real-time insights to help you achieve your unique goals.
I already have a stockbroker; do I also need a financial adviser?
Yes, a stockbroker typically focuses on executing trades and managing individual investments, while a financial adviser provides holistic guidance. We look at the bigger picture, including your goals, tax considerations, estate planning, retirement, and overall wealth management, ensuring all aspects of your financial life are working together.
How often will my investment portfolio be reviewed?
Your portfolio will be reviewed regularly, with adjustments made as needed to align with changes in the market or your personal circumstances. Typically, we conduct reviews quarterly, with additional updates as major market events or life changes occur.
Didn’t find the answer you are looking for? Contact Walter Wealth
Investment advice insights
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