We help our clients to create wealth and plan for change
With institutional knowledge and expertise, we help you to navigate global markets and the products of banks, insurers and other financial institutions.
Extensive investment and credit experience allows us to build comprehensive strategies encompassing both sides of your household balance sheet.
We draw upon our network of local and international experts to help ensure that all specialist advice is aligned with your overall strategy and implemented correctly.
Damien helped us sort out our finances and set up an income stream from my super. He discussed our needs with us and then prepared a financial plan. Within a couple of weeks, our income streams were in place. Walbrook handled the interactions with the financial institutions and took all the stress out of the process.
Ben, Retired, Melbourne
Damien helped me to create a goals-based financial plan. He prepared investment recommendations that best fit these goals and was able to explain the details in understandable terms to a relative financial novice. My knowledge of investing increased dramatically, enabling further growth and understanding.
Ewan, Osteopath, Melbourne
Damien managed my savings for eight years while he was living in the UK and I enjoyed our relationship. He is very trustworthy, straight-forward and always available when needed. He is a great professional.
Enrico, Founder, London
We consolidated our private wealth accounts with Damien at Julius Baer. Damien ensured that the transfer process was smooth, timely and tax-efficient. Post the transfer, he co-ordinated investment advisory, tax and financial planning, rewriting of wills and setting up Power of Attorneys. An amazing job.
Mitchel, NED, London
Take care of your future, today
Get in touch and we'll get you started