Anthony Walker

Cambridge Private Wealth

Bronze

28 Yrs Experience

Heidelberg, VIC 3084

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With over 25 years' experience in the financial planning industry, my mission is to provide my clients with honest, transparent advice that is unique to them. I partner with my clients to help them to identify specific goals and lifestyle choices, and truly listen to their needs.

Operating my own business has given me the flexibility and autonomy to offer my clients what larger institutions cannot offer. Only in a smaller, boutique practice can iensure that my clients' interests are always put first. I am passionate about providing my private clients with unique and tailored high-quality financial advice that they can rely on.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets

We do not charge fees unless we can see a benefit for a client

5.00 December 2024

David 73 years, Pakenham, VIC

Anthony has been my financial advisor for over 15 years. I started with Anthony about six years before I retired. The transition from working full time to retirement went very smoothly in setting up a monthly pension allocation. When my wife retired 8 years ago, Anthony took over the management of her pension fund as well. Our pension funds have operated well over the last nine years. When we downsized from our house of 30 years, the information provided to be able add to our super funds was invaluable. We find him very easy to talk to and he is careful with our retirement funds. As he is independent of the large institutions, I believe his views on where to invest in are unbiased. Anthony is always available by phone and E-mails. Regular face to face meetings is always warmly welcomed. We would both recommend Anthony to anyone seeking financial advice.

5.00 December 2024

Anthony has been our financial adviser for nearly a decade. He takes our needs into consideration and has always provided us with excellent service and sound advice. He is very approachable and always ready to discuss and address any issues or concerns we have. Anthony is friendly and warm in all his dealings. We consider ourselves fortunate to have him as an adviser and wouldn't hesitate to recommend him to friends and family.

5.00 November 2024

For over 10 years Anthony has been providing us with advice and guidance to best suit our specific needs. This has enabled us to reach our financial and life goals progressively and confidently. Anthony's knowledge and experience in the financial industry are first-class; he can provide detailed and specific advice on local and international markets, equities, bonds and other investment assets, as well as retirement planning and superannuation. Anthony is also a highly respectful, considerate and warm and engaging person; he understands that every client is special and every client has specific needs. We can unreservedly recommend Anthony to anyone seeking useful, valuable and tailored financial advice.

5.00 November 2024

I've had the pleasure of Anthony's expert services for over 12 years now and can only state how fantastic he has been in managing my financial affairs. His expertise and understanding of my needs have ensured I have been able to achieve the goals I wanted to achieve as I approached and reached retirement. With Anthony's advise and management, I have realised these goals sooner than expected. Anthony is a financial wiz and truly understands market trends and is very much on the ball to see that growth continues in any economic climate. And he's a down to earth terrific bloke too. I even named my dog after him as a tribute to his dedication and hard work!