Bespoke Wealth Solutions

Individually Managed Accounts (IMAs)

For clients with $2.5M+, off-the-shelf solutions are inadequate. We build IMAs that allow for:

Tax Optimization: We manage the buying and selling of assets to suit your specific tax year requirements.

Custom Exclusions/Inclusions: Tailor your portfolio to your ethical or sector preferences.

Legacy Planning: Structuring assets for multi-generational transfer.

Self-Managed Super Funds (SMSF)

We specialize in the investment management of substantial SMSFs, ensuring your retirement capital is working as hard as your business did. We handle the investment complexity so you can focus on the lifestyle.

Global Multi-Asset Portfolios

A blend of direct equities, international bonds, and alternative assets, balanced dynamically to suit current macroeconomic conditions.

What Our Clients Say

"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