Walker Capital provides expert wealth management advice and income-generating opportunities for individuals, wholesale clients and institutional investors.
ASSET MANAGEMENT
The Walker Capital Asset Management Division provides investors with investment funds – the Walker Capital 5% p.a. Fixed Income Fund and Managed Portfolios. Through these funds, investors can invest, diversify, and maximise their opportunities all within their chosen risk tolerance and financial planning objectives.
FINANCIAL PLANNING
With a national network of high performing Financial Advisors, the Walker Capital team specialises in boutique yet complex advice that ensures our clients have a full spectrum of opportunities suited to meet their specific financial needs. Our experienced advisors provide high-income earners with expertly devised bespoke strategies to maximise their wealth.
OUR SERVICE
Retirement Planning
A stable retirement needs an environment of certainty and control. Walker Capital creates a structure offering maximum control while providing a detailed understanding of the ‘why’. There are 5 keys to retirement planning that help connect all the dots.
Wealth Creation
Many of our clients understand the advantages of outsourcing their wealth creation. We invest our time in thorough research and investigation so you have more time to spend on the important things in your life.
Superannuation / Self Managed Super Funds
Superannuation is a fundamental element of wealth creation for all Australians. A Superannuation strategy commenced at a younger age can provide the potential to meet lifestyle goals at retirement. Self-managed super funds give you greater flexibility and control over your retirement savings and how they are invested.
Cash Flow & Debt Management
View all your accounts at a glance on your iPhone, Smart Phone or Computer. Track your finances, easily manage your cash flow, check bank balances, and even upload receipts ready for tax time.
Wealth Protection & Estate Planning
We understand just how important protecting your wealth is. That’s why together, we put a plan in place to help you Protect Your Family, Your Lifestyle and Your Income, giving you peace of mind that if something should happen your family will be protected. Estate Management is more than just making a plan to distribute certain assets to certain people.
Aged Care Solutions
There are many different options for aged care. Improving your benefits, reducing your costs and understanding the impact on your estate are the key areas of our aged care solution.
Speak to the experts. Get a free consultation with one of our advisers
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