Will Walker

I have been in the Financial Services industry since 2007 and have been advising since 2008. I have completed a Bachelor of Business (Majoring in Finance), an Advanced Diploma in Financial Planning and various other specialty accreditations.

What drives me as a Financial Adviser is understanding what my clients really value in life.

Our values give us our “true north” and I often find there is a mismatch between what we value and where our finances are pointing. My mission is to align my client’s finances with what they value.

I enjoy dealing with clients from all walks of life including:

• The young couple making their way in life
• The business owners
• The mums and dads looking maximise their wealth
• SMSF trustees
• Pre-retirees and retirees

I am a big believer of:

1. Trying to keep things as simple as possible - over complexity brings complications.
2. Educating clients – better decisions are made with better knowledge.
3. Understanding the balance of achieving goals for today as well as tomorrow.

Outside of financial planning, I enjoy spending time with my wife and two young kids. Hopefully getting a game of golf in on the weekend, catching up with friends and keeping fit.