OUR SERVICES
Financial Planning Strategies
We are a boutique wealth management firm.
We directly provide tailored investment strategies for individual need.
Pre & Post Retirement Strategy
Planning for retirement?
We provide retirement planning for you to ensure that you are comfortable with your retirement funding and income.
Therefore, you can continue to enjoy your desired lifestyle after retirement. We also do regular reviews with you so that you have a peace of mind.
Investment within Superannuation fund (including SMSF)
At Golden Rock, we provide investment strategies inside your Superannuation fund.
We believe in direct investments, so that you are the direct beneficial owner of your holdings.
Strategic Asset Allocation & Investment
We customise your Portfolio to meet your risk and return requirements.
We will do the weightings and allocations for you.
Portfolio Advice & Administration
We can help you with your existing portfolio management.
By transferring the assets in species, we can help you to monitor and manage them.
We will advise you when to buy and sell at the appropriate time
Personal & Business Insurance needs
At Golden Rock, we understand that life is unpredictable.
By having the insurance in place, you know that yourself, your loved ones and your lifestyle are protected against any unforeseeable events.
Estate Planning
Estate Planning
By having an estate planning in place, you will help your beneficiaries avoid difficulties and disagreements because you can:
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ensure your assets are protected
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Decide on the percentage of ownership and control your beneficiaries has over the asset
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Be tax effective
Managed Accounts
Our managed discretionary account (MDA) is a market leading wealth management solution.
You can log into your account at any time to view the portfolio and the latest investment performance.
By providing us with the authority to manage, which means you can watch your portfolio grow without needing to be invested a lot of time in the decision-making process
Structured Products
A structured product is generally a pre-packaged investment strategy which is linked to the performance of a multitude of different asset classes, providing an alternative to a direct investment in those asset classes or markets.
These may include equities, commodities, interest rates, foreign exchange markets, etc.
This exposure can be through a single security, a basket of securities, options or indices.
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.
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