Golden Rock Private Wealth is a professional wealth management company providing comprehensive financial services and advanced platforms to help high net worth clients manage their financial affairs effectively.
We are non-aligned to any financial institutions and have great capacity to provide clients direct access to investments in a global scale such as shares, fixed income, commodities and more.
We are client-centric and endeavour to understand clients’ unique personal situation and financial goals and approach it with a tailored solution helping them build, maintain and transfer wealth.
Our services include:
Cash Flow analysis;
Debt Management;
Trust and Asset Protection Strategies;
Estate Planning and Succession planning;
Investment within superannuation (including SMSF);
Retirement Planning and transition to retirement planning;
Personal & Business Insurance;
Asset Allocation and Portfolio Construction;
Investment Portfolio Review & Risk Management;
Structured Products (including fixed income, equities, FX, commodities, derivatives, etc.)
We believe in direct access and our managed discretionary account (MDA) is a market leading wealth management solution. Clients can log into their accounts at anytime and anywhere to view the global market portfolio details and track the latest investment performances. Through this advanced and transparent platform, all investment decisions and executions are fully disclosed to clients.
By offering our clients exceptional bespoke services, great support, and professional advice, Golden Rock Private Wealth is committed to help our clients achieving their goals in an efficient way.
Company Details
- Employees
- 6
- Founded
- -
- Address
- Level 25, 66 Goulburn Street, Sydney,nsw 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- grwealth.com.au
- Keywords
- Cash Flow analysis, Debt Management, Trust and Asset Protection Strategies, Estate Planning and Succession planning, Investment within superannuation (including SMSF), Retirement Planning and transition to retirement planning, Personal & Business Insurance, Asset Allocation and Portfolio Construction, Investment Portfolio Review & Risk Management, and Structured Products (including fixed income, equities, FX, commodities, derivatives, etc.).
- HQ
- Sydney, NSW
Golden Rock Private Wealth Questions
Golden Rock Private Wealth's website is grwealth.com.au
Golden Rock Private Wealth's LinkedIn profile is https://au.linkedin.com/company/grwealth
Golden Rock Private Wealth has
6 employees.
View email and phone details for 6
employees at Golden Rock Private Wealth.
Golden Rock Private Wealth's industry is
Financial Services
Golden Rock Private Wealth's top competitors are
Goldenrock Asset Management Ag,
Alteway: Cryptocurrency Solutions,
Crossborderpe,
Fx2u,
Bitnuk Ag,
Multiline Fx,
The Fx Desk,
Lumos,
Leap Fxg Limited,
Eagle Funds Today (Eft).
Golden Rock Private Wealth's categories are Financial Services
Golden Rock Private Wealth's founding year is 2017
