Overview
Headquarters
Indooroopilly, Queensland
Category
Financial Services
Valeo Advisory was set up to provide a truly unique approach to advice. We help people and businesses see through the complexity and ambiguity of today’s world, helping them to achieve their goals through a true partnership - a relationship that provides holistic advice and unwavering support. Achieving success in life is part art and part science. We set up Valeo Advisory to challenge the traditional approach to personal and business advice through the application of scientific rigour to the reality of living in the grey. Valeo Advisory brings a true understanding of two of the most powerful fundamentals of life - people and numbers. We're a multidisciplinary team of thinkers, makers and doers whose broad range of qualifications and experience spans across the fields of business, real estate, finance, financial planning and psychological science. Over a number of years, we have built trusted partnerships with professionals who specialise in a variety of critical fields (accounting, legal, insurance, etc.) to fill in the gaps of our comprehensive approach. This mix allows us to provide a truly unique service through an in-depth understanding of our clients and stakeholders, a scientific approach to research and analysis, and an execution of the plan with sniper-like precision. The Valeo Process 1. Initial Consultation 2. Mapping Session 3. Strategy Development 4. Implementation 5. Monitor and Modify Valeo Advisory is made up of two companies - Valeo Financial and Valeo Property Group. Crane Financial Pty Ltd T/A Valeo Financial ACN 606 637 594 is a Corporate Credit Representative (CRN 481129) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237). Valeo Property Group Pty Ltd ACN 612 624 496 holds a Corporate Real Estate Licence (4025056).
