Walbrook Wealth Management
About the Business
Welcome to Walbrook Wealth Management, located at 505 Little Collins Street in Melbourne, Australia. As an establishment specializing in finance, we are dedicated to helping our clients create wealth and plan for change. With our extensive institutional knowledge and expertise, we are equipped to navigate global markets and the products of banks, insurers, and other financial institutions.
At Walbrook Wealth Management, we understand the importance of a comprehensive strategy that encompasses both sides of your household balance sheet. Our team of experienced professionals draws upon a network of local and international experts to ensure that all specialist advice is aligned with your overall strategy and implemented correctly.
Our goal is to assist you in creating wealth and planning for long-term change. Just ask our satisfied clients who have benefited from our services. Damien, one of our dedicated advisors, helped them sort out their finances and set up an income stream from their super. Damien prepared a financial plan tailored to their needs, and within a few weeks, their income streams were in place. Walbrook handled all interactions with financial institutions, relieving them of any stress throughout the process.
Another client shares how Damien helped them create a goals-based financial plan and provided investment recommendations that perfectly aligned with their goals. Damien's ability to explain complex details in understandable terms significantly increased their knowledge of investing, leading to further growth and understanding.
Clients who have worked with Damien over the years attest to his trustworthiness, straightforwardness, and availability. They consider him a great professional and have enjoyed a fruitful relationship with him.
In addition to our advisory services, we are supported by cutting-edge technology and institutional investment management. Our advisory framework guides our conversations and actions from the very beginning, ensuring that we provide the highest level of service to our clients.
Please note that Walbrook Wealth Management is a trading name of Barbacane Advisors Pty Ltd, which is authorized under Australian Financial Services Licence No. 512465. We are also authorized under Australian Credit Licence 389328 as a credit representative. Our commitment to professionalism is further validated by our association with Chartered Accountants Australia and New Zealand.
While we strive to provide general information on this page, it is important to note that it has been prepared without taking into account your specific objectives, financial situation, or needs. We recommend that you consider whether the information is appropriate for your circumstances and seek professional advice before accepting any offer or product. This page does not constitute legal, tax, or financial advice.
At Walbrook Wealth Management, we are here to guide you on your journey towards financial success. Contact us today to schedule a consultation and take the first step towards a secure and prosperous future. Version 4.0.
Location & Phone number
505 Little Collins Street, Melbourne, Victoria 3000, Australia
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We were looking for someone to help us with our insurance needs, and Walbrook Wealth Management stood out as one of the few that did this as fee for service instead of high commissions. We met with Damien several times and he was always happy to take the time to answer our questions and prepare detailed advice that felt appropriate for us and ticked all the boxes of what we were looking for. We would definitely use Damien's services again!"
"I was in need of someone who I could work with to help sort out my financial situation and deal with the various financial organisations to get a strong plan moving forward. Damien from Walbrook Wealth Management certainly met all my needs I had a number of meetings with Damien where he explored my needs and wants and also started to build a risk profile to manage my ongoing situation. Once Damien had all the information that he needed and that I was comfortable with the plan that he had put together he then took over the various interactions with a number of financial institutions to consolidate my finances. Within a couple of weeks we had sorted out my income stream from my Superannuation and tidied up several loose ends. What Damien did was to make this whole process simple and straight forward for me. He took all the stress out of what could have been a very stressful exercise. I found all the work undertaken by Walbrook Wealth Management to be of the highest standard. When I had queries they were responsive and followed up very quickly. There follow up with the various financial institutions was spot on. Its refreshing to work with such a professional organisation. I now have a financial plan that works for me and is performing to my expectations. I owe this all to Walbrook Wealth Management Great job all around !!"
"I was drawn to this company as they do not receive commissions from any of the investment products they recommend. It is strictly fee for service, so you know the advice you receive will further your best interests and not adviser's."
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