Mission Statement
“Our mission is to lead the Australian financial services industry by providing unconditionally honest, independent, astute and innovative advice for the sole benefit of our clients. To create a stimulating, fun and rewarding environment that attracts high calibre professionals.”
Client charter
When dealing with us you can expect:
- The advice we provide you will always be in your best interest regardless of the consequences to our business. We realise that, at times, may involve referring you to another service provider if we think that’s best. However, in the long run we believe that it builds valuable goodwill and good Karma.
- Any enquiries, questions and requests (now and into the future) will be responded to with urgency, honesty and respect. We endeavour to return emails and phone calls within 2 business hours.
- We will always be a strong advocate for all our clients’ financial affairs. If you encounter problems with anything financial, we will always make it our business to do whatever we can to help. Our aim is to build a long term relationship with you based on mutual trust.
In return, we only ask two things of you:
- That you are always open and honest with us and don't withhold information.
- Your loyalty. We are more than willing to dedicate as much time as necessary to serving your needs and providing advice because we recognise the value in long term relationships. We rely on your loyalty to do this.
Our Cultural values
Be the best you can be
Take every opportunity to exceed clients’ expectations. Hold ourselves to the highest standard. Set high expectations for ourselves and other team members.
Equality, honesty & trust
No hierarchy – we work as a team of equals. Delegate responsibly and trust in each other. Always provide honest and conflict-free advice.
Educate ourselves & others
Be technically sharp. Continually educate ourselves and our clients in regards to lending and wealth creation opportunities.
Focus on what’s important & have discipline
No politics or bureaucracy – just focus on what’s important to our clients and us – the rest does not matter. Have discipline to follow our systems.
People are our greatest asset
Reward & recognise the right behaviour and attitude. Behave like an “employer of choice”. Respect each other. Play as a team. Celebrate achievements.
About Us
ProSolution Private Clients is a specialist financial advisory firm that provides advice to busy professionals on managing both sides of their personal balance sheet – assets and liabilities. Our Wealth Advisory team specialises in developing financial plans for property investors (& and share investors of course). Our Debt Advisory & Broking team provide advice on the structure and management of liabilities.
When we established our business in 2002, we recognised that few people were receiving adequate advice when it came to property. Initially, we focused our advice on debt management (mortgage broking) by advising clients on loan structures, products and lender negotiation and the like. However, there are many other financial considerations which we could not discuss with clients. Consequently, in 2008 we launched our Wealth Advisory division which is licensed to provide full financial planning advice (on a commission-free basis).
We realised that we cannot be all things to all people, which is why we developed our services and knowledge to meet the particular requirements of certain professionals including doctors, dentists, lawyers, accountants and senior executives. However, we do accept professional referrals from aligned businesses.
