Valo Wealth

I recommend Todd Conklin at Valo Wealth exceptionally highly. Todd’s responsiveness and dedication to our situation went far beyond standard financial advice. He invested countless hours working through complex scenarios and advocating on our behalf through difficult administrative processes. Todd is not only exceptionally thorough and professional, he also provides incredible patience, empathy, and fairness. Having someone so committed in your corner makes all the difference during major financial and life planning stages. If you are looking for an advisor who genuinely cares about your outcome and will go the extra mile, Todd and Valo Wealth is the absolute choice.

Very informative and helpful. All our questions were answered in a professional caring safe environment. Highly recommend Todd's services.

I have known Todd professionally for a number of years. Over this time I have found his attention to detail and advice invaluable. Over the past twelve months I have gone through many changes in my life's direction. I am now retired and have split from my long term partner. With these changes a number of decisions needed to be made. During this time Todd has continued to provided me with advice, information and options enabling me to make informed decisions. I truly appreciate your advice.

My wife and me reached out to Todd to discuss our financial future as we were at a crossroads of what to do and where to go. From there Todd was very accommodating and arrange a meeting for us to sit down and hash everything out. What our options were, and what scenarios we may run into. He was relatable and honest with feedback which we appreciated so much. At the end of our meeting we were presented honest feedback about what we should do and did not expect anything more from us than a thankyou. Even though for us we did not need to continue working with Todd we could not suggest him even more highly for anyone who needs support and guidance to be on the right track for themselves and their family. Thank you Todd

Todd was exceptionally helpful to deal with and answered all of our questions with the utmost clarity. If you have any hesitation to book an appointment with Todd throw it out the window and pick up the phone you will not be disappointed

Todd Conklin has been our financial planner for many years. His commitment to delivering exceptional service to his clients is first class. With his open and honest approach to meeting our financial needs, we always feel confident that with Todd extensive knowledge that our financial future is in good hands.

We are so pleased we were guided to Todd from Valo Wealth from a very dear and trustworthy friend. Word of mouth is best advertisement in any business I feel, especially if you are good at what you do. We live more than 4 hrs away from Wollongong and Todd visited us in our own home in Mudgee. Communication has always been easy and prompt with either calls, messages, emails or video calls. He is such a genuine, trustworthy and knowledgeable man and I will and have advised friends of Todd as a great financial advisor .