Tax tips you need to consider before the end of fiscal year
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Valley Mayfair gives easy-to-understand financial advice to maximise your wealth!
Financial Adviser
We take an objective look at your goals, current financial status and work with you to reach those goals. Here's how:
Valley Mayfair Give's Clear and Understandable Advice In ...
At Valley Mayfair, our focus is to help you live a richer life that has more to it than just money. We want to help you make smarter financial choices. To not only have money, but help you live the life you want.
At the heart of making smarter financial choices is making the right investment decisions. We build tailored portfolios of managed funds, ETF's and Direct Equities to fit your financial goals. Our portfolios are backed by quality research and we would never put your money in something we would not invest in ourselves.
Personal Insurance can help to financially protect your family in the event of unexpected death, injury or severe illness. Understanding your needs can help us ensure your family will be looked after when they need it the most and provide you with peace of mind today.
Trusted By Over +120 Clients Australia Wide
Adelaide
From the moment I stepped into Michael's office, I knew I was in the hands of a professional. Michael understood my personal and business needs and was able to advise me of the best outcomes as well as refer me to an Accountant and Business Advisor who is now indispensable to my business. I highly recommend Valley Mayfair.
Brisbane
I was referred to Michael van Loenen by family who had found his professional advice helpful. Michael has presented his service well and has been encouraging and informative with periodic follow ups. I have confidence that Michael and Valley Mayfair will achieve great things with my investment
Albion
"Having Michael of Valley Mayfair Wealth Management set up my super, insurance and investments was very simple and has given me peace of mind that it is all being looked after. Its also great that it isn't just set and forget, but it gets reviewed regularly.”
Ascot
"I have no hesitation in recommending Michael, he is very professional, highly ethical and truly cares about his client’s financial life. Michael has always provided me with quality advice and excellent service. As a result I am confident that my superannuation is well invested and I have appropriate insurances to protect my family and I.”
Bray Park
Michael is knowledgeable and relays his recommendations in easy to understand language. We trust that Michael is looking after our finance portfolio and making decisions that are the best for us and our family.”
Mt Gravatt
“Managing a superannuation portfolio is a daunting prospect. Without diligence and discipline, I knew that I couldn't do it myself. Michael's approach has been to simplify the process, keep me informed and draw lots of diagrams to help keep the 'picture' in place. It's always an ongoing conversation in terms that I understand. Thanks!”
New Farm
Michael has done a great job with my super, investments and insurance. He is very conscientious and I know I’m getting a great value service.
Carina Heights
“Michael was referred to us by a business contact. We found Michael to be extremely helpful and insightful. He took the time to understand our position and presented well planned and achievable options for us to achieve our future goals. Michael was professional and willing to answer all of our questions"
Coopers Plains
“We have been with Michael as our Advisor for a number of years and our trust has been justified by the careful, knowledgeable and courteous way he has approached our portfolio. We look forward to a long and mutual partnership to grow our retirement fund”
We know that asking for help with your finances can be a daunting task. That’s why we take the time to understand what's important to you and work together to advise you on the best option for you personally. So, if you are looking to find a financial partner for yourself or perhaps an elderly parent then here's where we can help...
What's the best investment in the current market? Property investment, financial investments or superannuation? How do I know what's going to set me up for life?
What's the best financial plan for my family? How Do I make the most of the next twenty years? How do I build my super and protect myself?
What do I do? What's my retirement plan? Will I have enough in my super? How do I manage my finances if my spouse is no longer around? You aren't alone...
When You partner with us, you are supported at every step. We explain the financial world in easy to understand language. For instance, we reduce your financial overwhelm so you can discover what financial confidence feels like in three easy steps.
Did you know that many Australians are losing money each year by:
Michael is the owner and Investment Adviser of Valley Mayfair Wealth Management. His main focus is ensuring clients get the best advice and that their strategies remain relevant to their needs.
Investment Adviser
BComm Fin, Adv Dip FS (FP)BComm Fin, Adv Dip FS (FP)
Become Part of The Valley Mayfair Wealth Management Family
Discussing your finances can be difficult, we will never judge you or criticise past decisions. Our job is to provide you with a place you can freely discuss where you are and where you want to get to. It’s a safe place where trust is built and you can discuss your finances freely.
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0422 118 901
office@valleymayfair.com.au
Brisbane City QLD 4000
09:00 AM - 3:00 PM
Valley Mayfair Pty Ltd ACN 160 365 686, trading as Valley Mayfair Wealth Management, is a Corporate Authorised Representative (No.318818) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.
Capstone Financial Planning Pty Ltd
Level 14, 461 Bourke St, Melbourne VIC 3000
Ph: 1300 306 900 | Email: info@capstonefp.com.au
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Phil
Brisbane City