Walfrid Private

About Walfrid Private

Walfrid Private specialises in Wealth Protection, Development, and Retention. Our success is based on advice that is simple, client-focused, transparent, and holistic. Advice is provided by Qualified Advisors on a fee-for-service basis. Our relationship is with you and not your money. At Walfrid Private, we encourage you to engage in a centralised Wealth Management process. This will provide you with a comprehensive understanding of where you are now, where you want to be, and how we will facilitate you in reaching your expectations. Integrity and Knowledge are the cornerstones of our Financial Planning Team’s 128 years’ experience. Walfrid Private makes it easy for clients to access world-class, long-term investment management without hidden fees or large commissions. We construct, develop, and manage your personalised, globally diversified investment portfolios across all asset classes. Walfrid Private uses a Goal-based Financial Planning Process (REAP™) to help company directors manage their wealth in the most proficient, transparent way. Wealth Management updates will ensure any changes in your circumstances are reflected in the plan to reduce tax and costs. We use technology throughout our process to keep you informed and aware of market movements and costs.