What does success mean to you?
It’s perhaps the most important question we ask our clients, and the answer is the driving force behind every good wealth strategy. That’s because excellence in wealth management is about more than investments and returns—it’s about understanding your personality, your goals and your motivations, and then crafting a personalized wealth plan that’s right for you.
As two of Victoria’s top Portfolio Managers specializing in high, and ultra-high net worth clients, we are serious about our role in helping to protect and build our client’s wealth. By offering what we believe is the best objective, dispassionate advice that is tailor-made for you, Vaughan Bevan will help you make more informed financial decisions and build toward greater success, however you define it.
Excellence in wealth management is also about having the scope, focus and experience to make your plan work. Scope lets us examine all aspects and avenues of wealth management, while focus and experience help ensure we make the right decisions. Vaughan Bevan has been making the right decisions for over 25 years, and it shows. Our record of success through both the good times and the bad is a testament to the value of our proven process, the power of TD’s resources, and the strength and integrity of our collaboration in helping you protect your family’s wealth.
Our Vision of Success
Our role helping protect a family’s wealth is a profound responsibility that we don’t take lightly. We know your wealth isn’t just a statistical figure—it represents freedoms and opportunities that you’ve created, not just for your life, but for your legacy. That’s why we keep our client pool small, ensuring we can give each of our clients the attention they deserve. Our greatest reward comes from the trusting relationships we build with our clients, and the feeling we get when we hear that we have helped make a positive difference in their lives.
With Vaughan Bevan, we'll strive to help you:
- Become part of a handful of other high and ultra-high net worth clients
- Receive objective, informed and strategic advice from industry specialists
- Enjoy the insight of a hand-picked team of TD Specialists who have your best interests in mind
- Stay informed with timely, regular updates that fit your needs
- Benefit from an in-depth discovery of your Wealth Personality, informed by TD’s pioneering application of Behavioural Finance and Economics Theory, and enhanced by our experience, knowledge, and insight
- Gain access to a managed account program, removing the need to personally approve every transaction
Step One - Plan
Your first meeting will be the initial step in a detailed and powerful discovery process guided by either Vaughan Bevan or your TD Wealth Advisor. Using the latest revelations in behavioural finance, we will gain vital insight into what we call your “Wealth Personality,” revealing your financial blind spots and your motivations. Once the groundwork has been laid, we will dig even deeper, using our own knowledge and experience to bring your needs into sharper focus.
From there, we will create a custom plan that is built upon Four Pillars of Wealth—building net worth, implementing tax-efficient strategies, protecting what matters, and leaving a legacy—and tailored to your specific needs.Step Two - Implement
With a personalized plan now developed, we will review everything in detail, establish your accounts, and connect with other professionals on your team, like your lawyers and accountants. Once everything is aligned, we will put your financial plan into action. Step Three - Review
Three months later, we will meet again to review our progress and help ensure all of your needs are being addressed. We will then assign dates to review your plan’s progress, and keep you updated with timely communication on a schedule that works best for you.
*As of January 4th, 2019. Unique experiences and past performances do not guarantee future results. Testimonials contained herein are unsolicited and may not be representative of the views of others. They have been reviewed and approved in writing for public use.