ABOUT US

 

Est 2012

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 client's long term financial goals.

The name Valley Mayfair represents the contrasting locations Michael has worked and lived; Brisbane's Fortitude Valley and London's Mayfair. The two areas couldn't 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 helps you 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 secured, 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.
 

For more information about us, including our fee structure and areas we specialise in, please download our Financial Services and Credit Guide/ Financial Services Guide .

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