Robert Shears CFP®
About Me
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 Brown-Forman, Berkshire Hathaway, and Alphabet, 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. Berkshire Hathaway Energy). Heritage and longevity prospects (e.g. Jack Daniels). A network effect that blocks competitive entry to market (e.g. Alphabet).
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years
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Licensed By Valor Financial Group Pty Ltd