Active investment advice using diversification across asset classes and investments.
Our cloud-based financial and budgeting tool gives you a 24/7 view of your total wealth position and helps you make the most of your cashflow.
Personal insurance advice linked to a rewards program. Get healthy and rewarded with the peace of mind that you're financially secured, should illness or injury hit.
Michael van Loenen - Investment Adviser
BComm Fin, Adv Dip FS (FP)BComm Fin, Adv Dip FS (FP)
Michael is the owner and Investment Adviser of Valley Mayfair Wealth Management. His main duties are ensuring clients get the best advice and that their strategies remain relevant to their needs.
"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.”
"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.”
"Since seeing Michael, we feel like we have finally taken some control over our financial situation and are working towards meeting our future goals for financial stability. Michael is knowledgeable and relays his recommendations is 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.”
Barry & Sharon