WE'VE PUT MORE EFFORT INTO HELPING FOLKS REACH OLD AGE THAN INTO HELPING THEM ENJOY IT.

Frank A. Clark

It's never too late to start

We believe that it is important that our clients plan for the entire retirement experience, including the “frailty years”. This allows you to maintain control and independence as you move into your later retirement years, where you will inevitably require some level of care.

To help clients understand the complexities and costs of aged care, we offer specialist advice in this important area. We provide this assistance to our existing retiree clients who are planning for the cost of care as retirement progresses, as well as clients who need assistance securing care and financial advice for their elderly parents, or loved ones.

We encourage you to contact the office to find out more about our aged care advice service from our Aged Care specialist Rachel Lafazanis, or simply discuss it with us when we next meet.

At Valor Private Wealth we help you plan ahead, and we can talk you through the care options available to you, the costs associated with them and the best way to restructure your finances to pay for the appropriate care.

Getting the right information and advice now will help you make the best choices for your future care, security and happiness.

Very few do what we do. As Australia represents only 2% of the world’s stock markets, VPW takes a holistic approach to wealth creation, by having the knowledge and expertise to go beyond what’s in our backyard.

Using a unique wealth creation technique, we look to the global market place; with particular interest in established, stable international companies, with solid long term growth opportunities. Companies such as Coca Cola, Berkshire Hathaway, Walmart and Google, to name a few – those that are not seen in the average local investor’s “blue chip” portfolio.