Wealth Management For You
Integrity & Knowledge… The cornerstones of our Financial Planning Teams 250+ years of experience.
Welcome to Walfrid Private
Walfrid Private simplifies complicated investment and financial planning with innovative wealth management services to guide clients to world class financial solutions.
No hidden fees or commissions. Our certified financial advisors work transparently with you to maximise your investments and protect your wealth.
From financial advice and planning to wealth retention, pension and early retirement planning, Walfrid Private is a leading wealth management firm that brings your investments to fruition.
We work with you to build, develop and maintain your personalised globally diversified investment portfolios.
Become a Walfrid Client
Looking to make your money work harder for you? Walfrid Private can help. We provide comprehensive financial advice and planning for entrepreneurs, those in self-employment, corporate directors, and anyone looking to future-proof their finances.
We believe it’s never too early (or too late) to start planning for retirement. Our team of financial planners will work closely with you to maximize the potential of your pension plan and create a customized investment strategy based on your goals and risk tolerance.
In addition to retirement planning, we can help you create passive income through investment structures such as unit trusts, holding companies, and family partnerships. Whether you’re just starting out or looking to grow your wealth, let Walfrid Private help you achieve your financial goals.
Latest News and Insights
Clanwilliam Pharmacist Awards-Sponsored by Pharmawealth
Pharmawealth, in association with Clanwilliam Health and the Pharmacist Awards Committee, chaired by Ultan Molloy, was proud to sponsor the Clanwilliam Pharmacist Awards held on Saturday
A guide to using Walfrid Private’s Walfrid One Mobile App
A guide to using Walfrid Private’s Walfrid One Mobile App KEEP TRACK OF YOUR PORTFOLIO ON MOBILE You can now download our mobile app via
Book Launch – Pharmacy Capital Management
“Pharmacy Capital Management, compiled by Michael Tierney, Community Pharmacist, and Richard Collins, CEO, Pharmawealth is a ‘must read’ for every Pharmacist. New Book on financial planning launched