Welcome to Walker Capital
Walker Capital provides expert wealth management advice and income-generating opportunities for individuals, wholesale clients and institutional investors.
Asset Management
The Walker Capital Asset Management Division provides investors with investment funds – the Walker Capital 5% p.a. Fixed Income Fund and Managed Portfolios. Through these funds, investors can invest, diversify, and maximise their opportunities all within their chosen risk tolerance and financial planning objectives.
Financial Planning
With a national network of high performing Financial Advisors, the Walker Capital team specialises in boutique yet complex advice that ensures our clients have a full spectrum of opportunities suited to meet their specific financial needs. Our experienced advisors provide high-income earners with expertly devised bespoke strategies to maximise their wealth.
Services
Our Services
Retirement Planning
A stable retirement needs an environment of certainty and control. Walker Capital creates a structure offering maximum control while providing a detailed understanding of the ‘why’. There are 5 keys to retirement planning that help connect all the dots.
Wealth Creation
Many of our clients understand the advantages of outsourcing their wealth creation to trusted experts. We dedicate our time to thorough research, detailed investigation, and tailored strategies, giving you more time to focus on the important things in your life.
Superannuation / Self Managed Super Funds
Superannuation is fundamental to wealth creation for Australians. Starting early can help meet lifestyle goals at retirement, while self-managed super funds offer greater flexibility and control over investments.
Cash Flow & Debt Management
View all your accounts at a glance on your iPhone, Smart Phone, or Computer. Effortlessly track your finances, manage cash flow, check bank balances, upload receipts, and prepare for tax time with ease.
Wealth Protection & Estate Planning
We understand how important protecting your wealth is. That’s why we create a plan to help protect your family, lifestyle, and income, giving you peace of mind that your family will be secure. Estate Management is more than just planning asset distribution.
Aged Care Solutions
There are many different options for aged care. Our aged care solution helps improve your benefits, reduce costs, and understand the impact on your estate, while also providing guidance to ensure you make the best decisions for a comfortable and secure future.