Wallabi Group is a Boutique Financial and Investment Advisory Firm providing tailored advice and solutions to our clients.
Our Story
Wallabi Group was launched in 2024 to provide independent advice and solutions for Institutional and Corporate clients. We identified the opportunity to better connect Institutional investors with WA listed and private companies to support growth. Based in Perth, we have direct access to a large number of resources, energy and industrial corporates all seeking to grow and expand.
Our mission is to provide access to the most efficient form of capital to support corporates’ strategy and growth plans.
Wallabi’s “client first” philosophy combined with a targeted approach, means we are uniquely placed to seek and present the best investment opportunities and advice to clients.
Why Wallabi Group
Based in Western Australia, we focus primarily on the resources, energy, mining services and industrial sectors. Our Founding Partners have more than 80 years’ collective experience providing investment advice to Institutional investors along with financial advice to ASX-listed corporates on capital market transactions – including raisings, mergers and acquisitions, debt advisory and general strategic advice.
Wallabi is privately owned, ensuring we provide independent and tailored advice and solutions to our clients. Long-standing, trusted relationships with leading Australian and international Institutional investors, combined with deep connections into public and private corporate management teams, allow Wallabi Group to identify quality investment opportunities for our clients.
The story behind our name
Wallabi Group shares its name with an island cluster at the top of the world class Abrolhos Island chain. Sitting fifty kilometres off the Western Australian coast, tourists might describe these islands as rugged, tough, windswept and harsh. Locals, however, use knowledge and experience to discover and access abundant marine stocks beneath its blue waters.
Partnering with Wallabi Group; like fishing with the locals.
Our Services
Institutional and Wholesale Broking
With extensive knowledge and investing experience in ASX-listed resources, energy and industrial companies, Wallabi Group is uniquely placed to provide investment opportunities to our clients.
Our entrenched relationships and management access into these sectors, provides a critical advantage in identifying value that others might overlook.
Corporate Finance
The Wallabi Group Corporate Finance Team specialises in advising small and mid-cap companies on capital raisings, merger and acquisitions and general corporate advice.
Our close connections to Australian and International Institutional investors provides us with unique insights for assisting corporates to build a shareholder register that will help execute their strategy, provide funding and deliver shareholder value.
Our values
Trust
Our connection to clients
is central to everything
we do.
Spirit
We are not afraid to do
things differently. We want to
do things differently.
Transparency
Openness and honesty
underpin our relationships
with clients.
Professionalism
Our specialised expertise has
been honed through decades
of collective experience.