Walbrook Wealth Management

Walbrook Wealth Management operates from its Melbourne office in Greater Melbourne. A boutique wealth advisory practice on Collins Street in Melbourne, operated by Barbacane Advisors Pty Ltd. Its approach brings mortgages, investments, superannuation and protection together, including financial matters faced by expatriates and households with overseas interests.

The firm's advisory work considers the client's existing circumstances and objectives before recommending financial strategies. The relationship may extend beyond an initial meeting, with reviews to reflect changes in work, family commitments and future spending.

Asset allocation examines the roles of different investment categories and the trade-offs between growth, fluctuations and liquidity. The mix is considered against the client's objectives and the period for which assets may be held.

Risk management considers the potential effects of illness, disability, death or interrupted earnings on household finances. Insurance, savings and outstanding debts can be reviewed together when assessing protection needs.