Skip to main content

A relationship based on mutual trust, care and generosity   

Our mission is to inspire our clients to adopt a holistic and evidence-based approach to building wealth to achieve financial and lifestyle goals. 

Our ultimate reward is when we reflect upon the journey we have shared with our client and appreciate the positive impact that our advice and assistance has had on our client’s financial position and lifestyle. That is our personal reward.

In short, helping them achieve their goals ultimately becomes our goal too.

How we work

The relationship we seek to develop with our clients is much like the relationship you have with your doctor (general practitioner or GP). In a way, we’re like your financial GP. People trust their GP and we need to build a high level of trust with our clients. Your GP gets to know you and your medical history – much like we acquire a depth of knowledge about our clients and their history. GP’s don’t make money as a result of recommending medications, treatments or a referral to a specialist – and we don’t make money from recommending investments or other professionals. You pay us a fee for a diagnosis and our advice. So, we are exactly like your family’s GP with one important difference being that you typically only see your GP when something is wrong. However, we want regular contact with you because we can still add value even if everything’s going right.

It is easy for an advice business to scale up and help hundreds or thousands of clients. But sooner or later, it turns into a factory. We are not a factory. And we are proud of it! Each relationship, each bit of advice is totally customised with care, respect and generosity to suit you. We take responsibility without demanding authority.

People like us know holistic advice is critical


We do not make money from recommending any investment including shares, managed funds, superannuation, property and so on (other than the fees you pay us for advice). 

How we can work together

We believe that employing a holistic approach when working with clients maximises the value that we can provide. That is, the value of the whole is greater than the sum of the parts. That’s because many financial decisions are multifaceted.

In the absence of a holistic approach, it is left to the client to decide what information is important for each professional to know. However, often clients don’t have enough knowledge and experience to do that, so opportunities and risks are inevitably missed.

Whilst our overarching goal is to work with our clients over many years achieve their financial and lifestyle goals, there are four key services we can draw upon at various stages of our relationship:

We help people like you

“At first, I was lost. I didn’t know who to trust or what I needed to do to secure my family’s financial future. But then I engaged ProSolution’s services and they made it very simple for me. They took time to get to know me and my goals, provided sound advice I could understand and have helped me implement their advice in a simple, no-fuss manner. Now I can relax and feel confident that I’m doing everything possible to achieving financial freedom.”

Don’t waste your most valuable commodity… time

We appreciate that you work hard for your money and you don’t want to make any mistakes by trusting the wrong people and/or investing in the wrong assets. But you also realise that procrastinating wastes precious time. Time is your most valuable and scarce commodity. You can always make up for lost money but you can never make up for lost time.

If you would like to have a confidential discussion to explore how we might be able to work together, we invite you to contact us today.  

Get Started Today


Stuart Wemyss and our team are regularly called upon to provide expert commentary in the print, TV and radio media. Stuart also writes regular stories for The Australian newspaper (Wealth section).


from our happy clients…


We work very hard to earn referrals and they are always treated with the utmost professionalism, confidentiality and respect. We welcome referrals from clients, aligned businesses and professional associations.