Valley Mayfair Wealth Management
Financial Services - Brisbane, Queensland, Australia
Valley Mayfair Wealth Management Employees
Valley Mayfair Wealth Management Details
Valley Mayfair Wealth Management was established in 2012 by Michael van Loenen after returning from the UK. Having previously worked for a holistic financial planning firm in Brisbane and for a private wealth firm in London, Michael wanted to establish his own business offering the best of both worlds - expert investment advice, tailored to each individual clients long term financial goals. The name Valley Mayfair represents the contrasting locations Michael has worked and lived; Brisbanes Fortitude Valley and Londons Mayfair. The two areas couldnt be more different and you need to adjust to their unique characteristics. In the same way no two clients are the same and we need to adjust to their individual styles, needs and goals. We have three key areas of expertise: - Wealth Management. Active investment advice using our Managed Discretionary Account service. - Money Management. Our cloud based financial and budgeting tool gives you a 24/7 view of your total wealth position and help make the most of your cashflow. - Risk Management. Personal insurance advice linked to a rewards program. Get healthy and rewarded with the peace of mind that you're financially secure should illness or injury hit. We also assist in advice around Estate Planning, finding the right Mortgage and putting you in touch with an Accountant that would best suit your needs.
Valley Mayfair Wealth Management Technologies
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