RUN YOUR FINANCES AS A PRIVATE OFFICE
One model. Evidence-led decisions. Nothing missed.
We help successful professionals and business owners run their finances through one rules-based framework that aligns tax, investing, super and debt, so each decision compounds and nothing is missed.
Our approach is built on three pillars: after-tax wealth optimisation, evidence-based investing, and strategic borrowing & cashflow management.
Submit an enquiry. We will review your situation and confirm fit. If it makes sense, we will invite you to a review meeting to map your top risks and opportunities.
Most financial services are disconnected
Your accountant talks tax.
Your mortgage broker talks loans.
Your adviser talks investments and super.
Each means well – but when you want to make a major financial decision, you’re stuck coordinating separate conversations that should be happening together. That’s how opportunities are missed, risks multiply, and your wealth strategy loses direction.
We built ProSolution Private Office to change that.
A PRIVATE office for successful Australians
We work best with successful professionals and business owners who have multiple moving parts – business, property, shares, super and debt – and want everything aligned under one rules-based framework. If you value evidence, clear trade-offs and proactive coordination (rather than scattered opinions), you will feel at home here.
Our Private Office gives successful professionals and business owners the same integrated approach that wealthy families have relied on for generations (family office service) – adapted for today’s world.
Discover How We WorkONE FRAMEWORK. ONE PLAN. ONE LEAD ADVISER.
Three ways to work with us – one coordinated philosophy.
We integrate the key financial disciplines under one roof so your strategy works as one coherent plan. You can engage us in one of three ways:
1) Mortgage broking: Strategic mortgage advice and broking: the right lender, the right order, the right structure – built for capacity, flexibility, and tax effectiveness.
2) Tax & Business Advice: Forward-looking tax and business advice designed to maximise long-term after-tax wealth.
3) Private Office: Full coordination across your financial life, led by one adviser: cash flow optimisation, borrowing strategy & broking, tax advice & lodgement, superannuation, share market investing, property investing, risk mitigation, and structures & estate planning.
Whether you start with a single need or move straight into Private Office, the advantage is the same: connected thinking, one team, and one primary point of contact – working only for you.
Clarity
Confidence
Control
Wealth is not about chasing returns – it’s about building confidence in the future.
When every part of your financial life works together, decisions become clear, opportunities multiply, and peace of mind becomes the norm.
That’s what our clients value most about working with us.
For successful Australians who want smart, cohesive financial management
We work with successful professionals, business owners, and medical specialists who want clarity, confidence, and a coordinated approach to managing their finances.
Some clients engage us for a specific need. Others partner with us across every aspect of their financial life.
Either way, our mission is the same: to help you make confident, informed decisions that build long-term wealth.
Your journey with us grows as you do
Many clients start with us for a specific need – perhaps a mortgage for their first investment property, or tax advice as their business grows. As their financial picture becomes more complex, they naturally expand into our full Private Office service.
Whether you’re looking for expert help in one area today, or comprehensive coordination across your entire financial life, you’re working with the same integrated team that understands how every decision connects.
Trusted by Australians who take their financial future seriously
For over two decades, ProSolution has helped thousands of clients achieve financial clarity and control. We are privately owned by our team and built on transparency, experience, integrity – always focus on what’s best for our clients. Thoughtful, evidence-based financial management that stands the test of time.
Bring your financial life together
Experience what it feels like to have every aspect of your finances aligned, proactive, and working in harmony. One conversation to align your entire financial strategy.
Contact us to book a Private Office reviewAfter an initial brief of your financial circumstances, if we believe there could be a genuine fit (either immediately or in the future), we will invite you to a Private Office review meeting. In that session we will map your current position, identify your top opportunities and risks, and confirm whether Private Office is right for you, including the appropriate scope.
Start with our most popular guides
Over the years we have written hundreds of articles. These three bring our best thinking together on the topics that matter most right now.
Choosing a super fund? Most people pick based on last year’s return. That is the wrong way to decide. Get our free annual report on the four factors that actually matter, and how to work through them for your situation.
Want to turn your home loan into tax-deductible debt? Debt recycling lets you pay down your mortgage and invest at the same time, without increasing your total debt. Download our free starter guide to see whether it suits you.
Wondering what the negative gearing and CGT tax changes mean for you? Negative gearing, CGT and SMSF borrowing rules are all changing. Get our free decision tool to help you work out what to do, and just as importantly, what not to do.
Our Latest Blogs and Podcast Topics
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