What our Happy Clients Think of Us
"We wish to access simple solution that will grow our wealth so we can retire comfortably. Quite often banks will recommend their products and we have no idea if they are suitable for us. A trusted adviser with solid experience in Legislation changes, a friendly team that care for us is what we are looking for. Valorton Private Wealth team shows those characters and that’s why we chose them. Value: treat us like your family member. Understand our concerns and will help us to resolve problems – too little to retire, cash flow management and future for our children."
Sean and Jane Walsh
“ We are busy with our work/life. We do understand the basic concept of investing, but we are time poor. We appreciate service that is tailored to our situation and we don’t want to be contacted constantly. We really want someone to tell us something that we may not be aware of, so we do not miss any opportunities. Valorton’s adviser provides tailored solutions to us so that we can enjoy our life more knowing someone is with us along the journey. Value: build trusted relationship and understand what we are interested in. Once a year catching up will be good enough for us. We are result driven."
“We have built up our wealth already. We are normally conservative with investing since we took risk when we built up our wealth. We would like to know what exactly that we are investing. We will never use just one firm to manage our wealth. We may have short, mid and long-term investment that requires different approach in terms of risk. Valorton team provides transparency, clarity that we seek. They also team up with external expertise for us like Estate Planning Lawyers so we can transfer our wealth to next generation smoothly and tax effectively. Value: transparent with our investment, quarterly updates and we are interested in pre-IPO, venture capital without too much paperwork."