Why you should consider engaging ProSolution Wealth Advisory?
The benefits to you from becoming a client of ProSolution Wealth Advisory include:
1. No conflict of interest equals trustworthy advice – ProSolution Wealth Advisory does not receive any commissions whatsoever. Instead, we charge our clients a flat fee (not a percentage of funds under advice). By not accepting any commissions, not structuring our fees as a percentage, means we are paid the same irrespective of the advice we give you (or investment products we recommend) which assures you that we only look after your best interests. Often, the only advice you can trust is the advice you pay for.
2. Ongoing advisory relationship – We insist on working with clients on an ongoing basis. This allows us to develop strong long-term relationships where we get to know our clients in great detail. We can therefore offer proactive advice and guide them through all significant financial decisions. We feel that our main role is to prevent them from making poor financial decisions and/or procrastinating – two things that commonly destroy a lot of wealth.
3. Independent ownership – ProSolution and its licensee (Dover Financial Advisers Pty Ltd) are privately owned companies. We are not owned directly or indirectly by any financial institutions or product sellers. In addition, our licensee does not impose any restrictions on us to providing advice on residential property.
4. We specialise in property investment strategies – Whilst our financial planning approach is completely unbiased (particularly between property and shares), we do have significant expertise and plenty of experience in developing direct property-dominant strategies.
5. Robust and intelligent investment philosophies – When it comes to providing financial advice, our clients do not pay us to speculate or invest based on hunches, hearsay, or gut feelings. Instead, our investment strategies aim to minimise or eliminate as many investment risks as possible by sticking to tried and tested investment fundamentals.
Next Step....
Contact one of our Wealth Advisors to request a copy of our Client Value Proposition and to explore how we may be able to work together.
A recent client testimonial... “Very processional, personal, and unbiased services, giving peace of mind and enormous financial gain to the novice and time-poor clients like me. Highly recommended to anyone.” |
Resources
Download some of our financial planning resources below.
♦ Download our special report: What most financial planners don't know will hurt you! Click here...
♦ Buy a copy of Stuart Wemyss' second book The Property Puzzle. Click here....
♦ Download Tax Busting Structures report. Click here...
♦ Read our past newsletters. Click here...
♦ Download our 2-page financial planning test to see how well you're doing with addressing your personal financial planning needs.
ProSolution Wealth Advisory Pty Ltd is an authorised representative of Dover Financial Advisers Pty Ltd (AFSL number 307248).
Contact us today on 1300 880 224 (+61 3 8624 4600) or click here for all our contact details.
