The Financial Planning Association of Australia The Financial Planning Association of Australia

Robert Shears, CFP®


Name Robert Shears CFP®
Company Valor Private Wealth
Address Suite 2404
Tower 2 101 Grafton Street
Bondi Junction, NSW 2022
Phone 02 80135205
Website valorprivatewealth.com

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 (i.e. Walmart). Heritage and longevity prospects (i.e. Coca Cola). A network effect that blocks competitive entry to market (i.e. Visa). A process that is difficult to replicate (i.e. Platinum Asset Management).

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