RISK COMES FROM NOT KNOWING WHAT YOU'RE DOING.

Warren Buffett

Introducing Valor Private Wealth

Under the guidance of Rob Shears, Principal Advisor and Director, Valor Private Wealth specialises in creating portfolios that are founded around businesses with exceptional fundamentals.

Rob’s experience as an international pilot allows him to see first hand what is going on around the world, establishing risk management procedures aligned with the aviation industry safety record rather than the numerous failures that have occurred within the financial industry.

I was Valor’s first client. The strategies that Rob put in place for my superannuation in 2006 and his very strong performance for my Self Managed Super Fund portfolio has set me up for a very comfortable retirement.

PAUL CARPENTER
QANTAS CAPTAIN

The Valor philosophy

Meaning ‘value and worth’, we draw inspiration from our name “Valor” by applying expertise, stringent risk management, and meticulous research to the way we approach your portfolio strategy. Met with a fee structure that only benefits us if you gain results, we aim to stand by our name on the door.

Applying this philosophy provides an added investment on our part. Our established client base has enjoyed our honest approach to considering their well being as a part of their wealth. We understand that it’s not just the dollar figure at the end of the day, but the journey that takes you there. We serve to protect your existing and your future wealth, with a supportive team who has your needs at heart, instead of ours.