top of page

财富规划策略

金石财富是一家非银行机构的第三方财富管理公司

 

我们会按照您的情况提供专业意见和为您量身定制的投资策略。

退休前后的财富管理策略

您要退休了吗?

 

我们可以为您提供退休计划,以保障您的退休金和退休收入达到您满意的水平。退休后您可以继续享受您想要的生活方式。

 

我们也会为您定期进行投资评估,让您安心地享受退休生活。

养老金投资管理(包括SMSF自管养老金)

在金石财富,我们可以为您提供养老基金(包括自管养老金)的投资策略。

 

我们相信直接投资,所以您是投资资产的直接受益人。

战略性资产配置和投资组合

您最信任和可靠的投资顾问会根据您的情况切身定制投资组合以满足您的风险和回报要求。

 

我们会为您做资产的最佳分配。

投资组合建议和管理

我们可以帮助您完成现有的投资组合管理。

 

通过资产管理模式,我们可以帮助您更好的关注和管理它们。

 

我们会建议您在合适的时间买入和卖出。

个人和商业保险需求

金石财富明白生活是无法预测的。

 

通过购买保险,您可以有效的保护自己和您所爱的人和财产

财富传承规划

财富传承规划

通过制定遗产计划,您可以保证您的受益人不受到任何不必要的困难和分歧, 因为您可以:

  • 确保您的资产受到保护

  • 决定您的受益人对您的资产拥有和控制的数量

  • 更有效地解决税收问题

客户托管帐户管理

我们的全权委托账户(MDA)是市场领先的财富管理解决方案。

 

您可以随时登录您的账户查看投资组合和最新投资表现。

通过为我们提供管理权限,这意味着您可以有效地节省您的时间来达到投资利益最大化

金融结构性产品

结构性产品通常是预先做好的投资策略,与多种不同资产类别的表现挂钩,为这些资产类别或市场的直接投资提供替代方案。

 

这些可能包括股票, 商品, 利率, 外汇市场等。这种风险可以通过单一证券, 一篮子证券, 期权或指数来实现。

© 2018 Golden Rock Private Wealth All Rights Reserved

ACE Capital Investment Pty Ltd (ABN 41 622 974 654), trading as Golden Rock Private Wealth is a Corporate Authorised representative of Akambo Pty Ltd t/a Akambo Private Wealth (AFSL 322056) ABN 16 123 078 900 Level 14, 379 Collins Street, Melbourne, Victoria 3000

 

Legal Disclaimer 

Information provided on this website is general in nature and does not constitute financial advice. Golden Rock Private Wealth will endeavour to update the website as needed.   However, information can change without notice and Golden Rock Private Wealth does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate.  Individuals must not rely on this information to make a financial or investment decision.  Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs. Golden Rock Private Wealth does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website.  Except insofar as any liability under statute cannot be excluded, Akambo Pty Ltd t/a Akambo Private Wealth, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.endeavour

 

General Advice Warning 

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.

© 2018 Golden Rock Private Wealth All Rights Reserved

bottom of page