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.
We look for businesses that have competitive advantages that provide a level of security that protects your investment – businesses with a “protective moat”, i.e. a strategy with built-in barriers to competitive ‘invasion’ through distinctive advantages such as:
We understand that not everyone is as well versed in the financial market as we are, so we aim to provide simplicity to our service philosophy by offering the following.
Creating wealth through direct investment in wonderful global companies, giving you peace of mind that you own a part of some of the world’s best businesses
We only have your interests at heart when we create your wealth portfolio, with a view to growing and protecting your capital over time
Our clients have experienced consistently outstanding results through our services, with their wellbeing at the forefront of our approach
Very few of the world’s best companies are in Australia, so we look beyond our shores to invest
We offer a highly bespoke strategic advice service with a very limited number of clients per associate adviser to provide you with better service.
We have a unique ‘safety first’ investment philosophy. We focus on avoiding permanent loss of capital as our most important goal.
We ensure that you have 24-hour secure access to your portfolio
Because of our simple percentage fee, our fees are some of the lowest in the industry for the services we provide.
We combine investment, superannuation, strategic advice, estate planning, insurance and retirement planning in a simple fee.