Valeo Advisory Indooroopilly

How we provide value The path for growing your business or private wealth can be a minefield. We have spent many years working with people and businesses who, due to poor advice, struggled to find a solution that makes sense for them. We created Valeo Advisory after realising that many ‘advisors' do not take the time to understand the unique needs of each client and recommend solutions that suit themselves, not the client. We believe you deserve better. Our methodology has been developed to achieve the best outcome for our clients through an in-depth understanding of the true drivers of their business and personal circumstances. Our broad commercial experience has allowed us to see the world from a diverse set of viewpoints, allowing us to understand what our clients truly require. We don't sell products – we provide individually crafted solutions and ongoing support for the life of your journey. OUR SOLUTIONS Financial Strategy & Debt Advisory Whether you're a business or a consumer, achieving long-term goals requires careful planning and precise execution. Our thorough understanding of the wide range of commercial and consumer finance products available in the market today, affords us the ability to custom-build the optimal solution for your specific needs. Poorly structured debt facilities can result in reduced profitability, increased financial risk, higher capital costs and wasted time. We provide independent debt structuring advice, meaning we maximise your position by creating a competitive environment amongst potential lenders and negotiating the best possible pricing, terms and conditions. Our debt strategies achieve optimal financing outcomes whilst maintaining flexibility. Real Estate Advisory We are a buy-side specialist real estate advisory firm who provide solutions for corporate and private clients. We provide a standard of service normally restricted to high net wealth investors, covering investment advisory, transaction advisory, portfolio management and optimisation as well as financing and debt advisory. Our goal is to maximise the value of our clients' real estate holdings, as well as to ensure their decisions can be made with confidence. We assist our clients to construct diverse portfolios through our access to, and consideration of, the full spectrum of real estate assets, including: ● Residential and commercial real estate ● Established dwellings and new developments ● On and off-market opportunities Private We apply the same principles to your personal situation as we would to our business clients. By taking the time to get a true picture of your current financial position and your short and long-term goals, we provide a holistic solution for your specific situation. We have access to a wide range of products, including for: ● Property ● Vehicles ● Unsecured debt (e.g. personal loan) Our finance broking service is run through our subsidiary, Valeo Financial, which is a licensed credit representative. You can view further information on this here. Commercial We take the time to understand the true drivers of your business and subsequently present the ideal package to the lender. With so many lenders and products available in the market today, it is difficult for businesses to maintain an understanding of the range of options available to them and how they can be best applied to meet their strategic and operational objectives. We do this for you – maintaining a current knowledge of the different appetites, strengths and weaknesses of each lender. We also provide a single point of contact for all your finance needs and manage the relationship with the financier for you. We can build you a tailored solution including options for: ● Development ● Property ● Equipment (including vehicles) ● Office equipment (including IT) ● Unsecured debt (e.g. overdraft facility) We also have extensive experience in capital raising for a wide variety of projects. Please contact us for more details on our Capital Raising experience.