Betty Wang's Colleagues at Golden Rock Private Wealth
Betty Wang's Contact Details
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Sydney, New South Wales, Australia
Golden Rock Private Wealth
Betty Wang's Company Details
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.