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.

Website: grwealth.com.au

Employees: 5 - 9

HQ: N/A

Location: Sydney, NSW, AU

Revenue: Not Available

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Golden Rock Private Wealth is a Sydney-based financial services company that provides comprehensive wealth management solutions to high net worth individuals. With a client-centric approach, the company offers a range of services including cash flow analysis, debt management, estate planning, and investment strategies. Their advanced platforms allow clients to access global investment opportunities in real-time, providing transparency and control over their financial affairs. As a non-aligned financial advisor, Golden Rock Private Wealth offers tailored solutions to help clients achieve their financial goals. Their team of experienced professionals, led by Founder and Executive Director Betty Wang, are committed to providing exceptional service and support. With a focus on innovation and technology, Golden Rock Private Wealth is dedicated to helping clients build, maintain, and transfer wealth in an efficient and effective manner.

Golden Rock Private Wealth is a company that helps people with a lot of money manage their finances. They provide a wide range of financial services and tools to help their clients make the most of their money. They don't work with any specific banks or financial institutions, so they can offer their clients access to a variety of investments all over the world. The company puts their clients first and tries to understand their unique financial situation and goals. They then create a personalized plan to help them achieve those goals. They offer many services, such as helping clients manage their cash flow, reduce debt, plan for retirement, and protect their assets. They also provide insurance and help clients make smart investment decisions. Golden Rock Private Wealth has a special platform that allows clients to see all of their investments in one place and track how they're doing. They believe in being transparent, so they give their clients all the details about their investments and let them know exactly what's happening with their money. Overall, Golden Rock Private Wealth is committed to providing their clients with the best possible service and help them reach their financial goals in the most efficient way possible.