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Michael Van Loenen

Cogniti

Gold
17 Yrs Experience
Fortitude Valley, QLD 4006

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

As advice is tailored to each client's individual needs our pricing is also adjusted to the complexity and time required to advise, implement and then manage our recommendations. We are not a transactional business and any recommendation will include an ongoing service to ensure your financial goals are achieved. Your first appointment with Valley Mayfair Wealth Management is always free and at with no obligation and we will always provide you with a quote of our fees prior to beginning any work on your behalf. As a guide, our start up or implementation fees start at $700+ GST with our annual ongoing advice fees starting at $900+ GST. For more information, please contact us and we would be happy to give you a quote based on your needs.

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Bachelor of Commerce (major in Finance)
  • Language spoken
    • English

Cogniti

Suite 67, 269 Wickham St
Fortitude Valley, QLD 4006

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135