Making a positive difference to the lives of our clients through quality financial advice.
Who We Are
Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients. We are owned by advisers and staff only.
We strive to partner with high-quality advisers to build successful advice businesses through the provision of quality tailored services and support, financial products and education to enhance the overall experience of all involved.
We offer diversified managed account solutions, suited to different investor risk profiles, with a strong focus on wealth preservation.
At Walker Lane, we always act in the best interests of our clients. We do our own research, build our own systems and think for ourselves to deliver investment insights that add value for our clients.
We exist to make a positive difference to our adviser's and client's lives.
How We Can
A Walker Lane Financial Adviser can work with you to help you understand and articulate your needs and personal priorities, plus the effects your financial decisions can have on your ability to achieve your life goals.
Our team of professional Financial Advisers can provide you with a complete set of financial solutions and investment recommendations to better ensure your financial security. Our approach remains consultative at all times, with the end goal of setting you on the path towards financial well-being.
The True Value of Advice
We believe that the true value of advice goes beyond a simple product recommendation; it comes from working with you on your personal goals (both short and long term) and assisting you to work through some of the competing complexities that life can throw at you.
A Tailored Approach
There is no "one size fits all" advice solution. Regardless of where you are in life, there is little doubt that the right advice can make a real difference, setting you down the path of future financial prosperity and security. Our financial advisers work closely with you to provide a financial plan that is tailored specifically to your needs.
Financial Advice That Endures
Your life changes, so should your financial plan. At Walker Lane, our advisers focus on helping you grow your wealth as your career develops, protect your investments in retirement and leave a legacy for the people and causes close to your heart.
Built By Advisers, For Advisers
Walker Lane is an Australian Financial Services Licencee (AFSL) that was built by Financial Advisers who wanted to provide a professional AFSL service with other like-minded professionals.
We believe in the power of community. That’s why it's important to us that we partner with the right business and advice leaders who are culturally aligned, share similar values, and believe great advice changes lives.
Better Business Processes
Our partnering advisers can benefit from a reliable, high-quality investment process and managed account solution, allowing you to operate more competitively whilst experiencing less time pressure. Our AFSL was built to ensure advisers can access the support of a professional and experienced management, professional standards and compliance team.
A Sense of Community
At Walker Lane, we have a strong sense of community and foster this by running a range of events throughout the year for our Advisers.
Events include Investment MasterClasses to assist in professional development, an annual conference, social events, as well as weekly online catch-up meetings with Walker Lane Management.
Our approved product list is extensive, containing many major retail insurance providers and mainstream wrap administration platforms. Advisers are able to develop the strategies and use the products that you believe delivers the best possible outcome for your clients.
Walker Lane have a number of Managed Accounts which are available on various platforms.
At Walker Lane you’ll find a community of Financial Advisers that sticks to a simple, high quality investment philosophy.
We do our own research on all aspects of the portfolio management process, plus bring in specialists where required.
We don’t compromise on outcomes, and always act in our clients’ best interests.
We currently run a suite of portfolios as “THE Managed Account Investment Specialists” with:
- DAA Portfolios
- SAA Portfolios
- ESG Portfolios (under construction)
We have a track record in the Agentia business dating back almost 13 years and are one of the oldest model managers on the Praemium Platform.
Best Interests Duty and
We are experts in this space – we know how to keep you safe and where danger sits from an ASIC regulatory perspective.
Our General Manager and Responsible Manager have rebuilt the advice frameworks of some of Australia's largest licensees, with these programs of work receiving the tick of approval by both Independent Experts and ASIC.
Do It Yourself (DIY)
The DIY option is the traditional Corporate Authorised Representative model.
This option requires a minimum of $500k practice revenue and your practice must be based in Sydney, Melbourne of Brisbane CBD only.
Do It For Me (DIFM)
With the DIFM option, Walker Lane runs your entire back office in alignment with our Design Effective Compliance framework.
We do it for you, whilst keeping you safe and allowing you to focus on what you do best - being a great Adviser!
Your practice can be based anywhere in Australia and will typically have under $500k of revenue.