TESTIMONIALS
I moved from an impersonal super fund, with no information on what my money was invested in and no input into my portfolio. At Valor 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
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 Valor Private Wealth are always available to support our every need with advice and guidance.
James D
Global Reach. Direct Ownership. Active Defense.
Most firms outsource your wealth to managed funds. At Valor, we manage it directly. Using the Mason Stevens institutional platform, we build bespoke portfolios that offer direct line-of-sight to the underlying assets—ensuring transparency, tax efficiency, and lower costs.
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Direct Global Access: We hold direct global bonds and equities, not just units in a fund.
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Currency Protection: We hold our own currency license, allowing us to actively hedge and protect your purchasing power against AUD volatility.
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Proven Performance: A disciplined strategy delivering ~13.9% p.a. diversified returns over the last 5 years.*
*Performance calculated to 30/9/25. Performance is not guaranteed. Past performance does not necessarily correlate with future performance. Returns calculated by Mason Stevens. Performance is for the Valor Growth Model Portfolio. Performance is after investment management fees and Platform Fees, however exclusive of advice fees.
Designed for Wholesale & Sophisticated Investors
Our strategies are high-conviction and tailored for high-net-worth individuals, family offices, and substantial SMSFs.
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Minimum Engagement: $2.5 Million AUD.
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Typical Client Profile: $4 Million – $20 Million AUD.
