OUR SERVICES

OUR COMPREHENSIVE RANGE OF SERVICES

WEALTH CREATION

Have you built some equity in your home and are wondering should you use this for investment such as another property or shares or some Wholesale Deals?

PORTFOLIO STRUCTURE AND MANAGEMENT

Do you need advice on investment structures to assist with better after-tax results, i.e. Individual, Family Trust, SMSF or Investment Company?

SUPERANNUATION STRATEGY

Do you need a contribution and investment strategy to grow your super aligned with your desired risk appetite so you can retire comfortably?

CASH FLOW AND RETIREMENT PLANNING

Do you wish to understand how to use cash flow as the key to help you plan before and after retirement so you can maintain a great quality of life?

MORTGAGE HEALTH CHECK

If your fixed rate is expired and you wonder where to find great deal, we can assist using our dealer group independent lending service?

INTER-GENERATION ASSETS TRANSFER

Do you need to use Estate Planning as a tool to make sure assets can be passed to second and third generation tax effectively as clients require. We offer legal advice through a third party?

RISK ADVICE AND LIFE INSURANCE

Do you need advice to ensure that you have adequate life insurance in place so their family are protected if they suffer sudden death, disability and illness?

Book a Meeting

Address: Level 57, MLC Center, 25 Martin Place, Sydney NSW 2000
P: +61 2 9238 2365
M: +61 466986396
E: mary.hart@valortonprivatewealth.com.au
Valorton Private Wealth Pty Ltd (ABN 39633270032) is a Corporate Authorised Representative of Akambo Pty Ltd t/a Akambo Private Wealth (AFSL no. 322056) ABN 16 123 078 900 Level 2, 90 Collins Street, Melbourne, Victoria 3000