"Someone is sitting in the shade today because
someone planted a tree a
long time ago."
Warren Buffett
Personal, Private & Protected
Our goal is provide personal, private and protected wealth management that provides for your future.
Our clients like that our service is personal and private. We get to know them and help them work through life’s seasons and grow their financial health. Everyone is different and our goal is to help you live the life you want and leave the legacy you desire. To find out more about how we help through the seasons of life, see the Services page.
"I moved from an impersonal super fund:
with no information on what my money was invested in, no input into my portfolio and where they just slotted me into a profile,
to Valor:
where I speak with my portfolio manager when I need, I know exactly what I am invested in at all times, and any assistance I need I get by simply picking up the phone and talk to the team at Valor. They are very personable."
John M. Pilot
"Valor Private Wealth have created significant and sustained growth over many years and more importantly protection during volatile and turbulent times. We couldn't ask for our future prosperity and wealth creation to be in safer hands. The team at VPW are always available to support our every need with advice and guidance."
James D. Retired
Our clients value being able to meet and run the numbers on their investment and money matters they are considering. We put together cash flows and capital projections showing the possible and probably outcomes of various courses of actions. This aids in their decision making and helps to check for any holes in their knowledge to increase confidence and save on errors. In our service offering, this is called Comparisons.
How we invest is aimed at safety first growth. Our investment philosophy is aimed at selecting investments with very low risk of permanent capital loss but very good probability of growth. We manage risk at the investment level not at an aggregate portfolio level. The way we see it is if you don’t have dud companies, then you can’t lose from them. This is how the great Warren Buffett built his wealth over time. See more on our investment philosophy on our 'how' page.
"In terms of investing, Valor has helped to make my life simple and easy. They explain the businesses I am invested in and why. They are very professional and even when things are down in the market, they keep in contact with me and walk me through it. I am very happy with their service.
There is nothing I would change.""
John M. Pilot
We have been establishing and managing SMSFs, trusts and direct portfolios for nearly 2 decades now. This provides us with the insight into the correct structure and systems. We help with reporting and administration to ease the ongoing burden for our clients. Find more about these services under Design and Administration in the topic relating to your financial season.
" Valor Private Wealth provided very positive experience with our aged care financial documentation. I was impressed at how prompt the team there responded to our needs in completing the required government aged care financial forms. We saw not only experience but empathy when dealing with the company. Well done."
Zane D. Retired, Google review.
If you would like to discuss how we can assist you with any of these services please get in touch either via our form on our contact us page or by calling us on 02 8013 5205.
Personable
" I moved from an impersonal super fund with no information on what my money was invested in, no input into my portfolio and where they just slotted me into a profile, to Valor, where I speak with my portfolio manager when I need, I know exactly what I am invested in at all times, and any assistance I need I get by simply picking up the phone and talk to the team at Valor.
They are very personable.
In terms of investing, Valor has helped to make my life simple and easy. They explain the businesses I am invested in and why. They are very professional and even when things are down in the market, they keep in contact with me and walk me through it. I am very happy with their service.
There is nothing I would change." John M, Pilot