Wealth Management

For You

Wealth Management For You

Integrity & Knowledge… The cornerstones of our Financial Planning Teams 250+ years of experience.

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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.

Personal Investments

Walfrid Private works with clients to maximise their wealth management.

Retirement Accounts

Aim for financial independence and a flourishing retirement plan.

Corporate Investments

Can corporations beat deposit rates and inflation and get a return on excess capital?


Walfrid Private One Platform allows clients to consolidate assets and manage them with the strategic advice of our experts.


Protect your health, wealth, and income against the financial consequences of unexpected events or circumstances.






500 +

Years Experience

200 +

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.

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