Who We Help
We offer tailored investment strategies for every stage of your investment journey. From first time investors to experienced investors our team caters to all, because even the biggest investors had help.
Select your investment stage to learn what we can do for you.
“No matter what stage of your investment journey you are on, we have services to benefit you.”
First time investors
Take the first step
When you haven’t invested before, the prospect can be daunting. With so much information available online that is often contradictory, it’s difficult to separate fact from marketing agendas.
You aren’t just investing your money; you are investing in your future. We explain every decision and step of the process to you, ensuring that you are well-informed to grow your investment knowledge as your portfolio grows, too.
By constructing your strategy with your goals and circumstances in mind, we set you up with a highyielding portfolio that elevates your lifestyle and establishes vast wealth for the years to come.
Partnering with Vastion Private Wealth offers you maximum growth potential. We understand investing, and we understand you.
Active investors
Elevate your portfolio
As an active investor, there is always room for improvement.
Regular portfolio reviews ensure that your investment portfolio is performing at the top rate. This includes generating maximum cashflow, tax benefits, mortgage reduction, and more.
We conduct thorough reviews to enhance your current portfolio and analyse when it is time to expand.
Vastion Private Wealth prioritises your financial wellbeing above all else. If it is not the right time to expand, we put steps in place to get you there. Your growth will never remain stagnant; we protect your portfolio, then elevate it.
Busy families
Build generational wealth
Amongst the chaos of raising a family, it is easy for financial growth to fall to the wayside.
This is a double-edged sword: on one hand, it can be incredibly difficult to prioritise financial freedom when you can barely find time for yourself. On the other, it is one of the most important things you can do for both you and your children.
We keep you informed, educated, and in the loop with your journey while also taking on the bulk of the labour. This allows you minimum hands-on time with your investments, and maximum time with the people you care about.
