Robert Shears, CFP®

Very few do what we do. As Australia represents only 2% of the world’s stock markets, Valor Private Wealth takes a holistic approach to wealth creation, by having the knowledge and expertise to go beyond what’s in our backyard.Using a unique wealth creation technique, we look to the global market place; with particular interest in established, stable international companies, with solid long term growth opportunities. Companies such as Coca Cola, Berkshire Hathaway, Walmart and Google, to name a few – those that are not seen in the average local investor’s “blue chip” portfolio.We look for businesses that have competitive advantages that provide a level of security that protects your investment – businesses with a “protective moat”, i.e. a strategy with built-in barriers to competitive ‘invasion’ through distinctive advantages such as:Lowest level production costs (e.g. Walmart). Heritage and longevity prospects (e.g. Coca Cola). A network effect that blocks competitive entry to market (e.g. Visa).

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