Golden Rock Private Wealth
Financial Services • 
Sydney, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | Level 25, 66 Goulburn Street, Sydney, NSW 2000, AU |
| Phone number | +61402887288 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Debt Management, Commodities, Equities, FX, Etc.), Derivatives, Personal & Business Insurance, Asset Allocation And Portfolio Construction, Cash Flow Analysis, Estate Planning And Succession Planning, Investment Portfolio Review & Risk Management, Investment Within Superannuation (Including Smsf), Trust And Asset Protection Strategies, Structured Products (Including Fixed Income |
| Founded | 2017 |
| Employees | 1-10 |
Key Contact at Golden Rock Private Wealth
Betty Wang
Executive Director
Golden Rock Private Wealth Email Formats
Golden Rock Private Wealth uses 1 email format. The most common is {first name} (e.g., john@goldenrock.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@goldenrock.com.au | 100% |
About Golden Rock Private Wealth
Golden Rock Private Wealth is a professional wealth management company providing comprehensive financial services and advanced platforms to help high net worth clients manage their financial affairs effectively. We are non-aligned to any financial institutions and have great capacity to provide clients direct access to investments in a global scale such as shares, fixed income, commodities and more. We are client-centric and endeavour to understand clients’ unique personal situation and financial goals and approach it with a tailored solution helping them build, maintain and transfer wealth. Our services include: Cash Flow analysis; Debt Management; Trust and Asset Protection Strategies; Estate Planning and Succession planning; Investment within superannuation (including SMSF); Retirement Planning and transition to retirement planning; Personal & Business Insurance; Asset Allocation and Portfolio Construction; Investment Portfolio Review & Risk Management; Structured Products (including fixed income, equities, FX, commodities, derivatives, etc.) We believe in direct access and our managed discretionary account (MDA) is a market leading wealth management solution. Clients can log into their accounts at anytime and anywhere to view the global market portfolio details and track the latest investment performances. Through this advanced and transparent platform, all investment decisions and executions are fully disclosed to clients. By offering our clients exceptional bespoke services, great support, and professional advice, Golden Rock Private Wealth is committed to help our clients achieving their goals in an efficient way.
Golden Rock Private Wealth revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Golden Rock Private Wealth has never raised funding before.
Golden Rock Private Wealth Tech Stack
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