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 independent 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 independence is critical

WE HAVE NOTHING TO SELL YOU

We do not make money from recommending shares or managed funds, superannuation, property and so on. 

Our financial advice is completely independent. 

How we can work together

Not everyone that needs independent advice has a lot of complexity. Most independent advisors attract clients that have a lot of complexity as they tend to pay higher fees.

But we know that not everyone’s situation is complex. In fact, we value simplicity and we avoid ‘creating’ unnecessary complexity. Whilst we do have clients with a high degree of complexity, we can scale our advisory services to suit clients that have a relatively simple situation. Complexity is often the enemy of successful implementation.

Whilst our overarching goal is to help our clients 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

AS SEEN ON…

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).

GOOGLE REVIEWS

from our happy clients…

DOFFAY Christian
DOFFAY Christian
06/07/2022
My wife and I started to work with ProSolution last year and we have been impressed by the quality of the advice and the integrity of the team. One of the things we really enjoy is that they take the time to answer any questions in a timely fashion with sound and fact-based recommendations. Prosolution is an honest financial advisory firm with a team of dedicated experts who sincerely look after their clients' best interest. Without any doubt, we will continue to engage their services.
Anton Mare
Anton Mare
31/05/2022
Great financial advice service and the team's always keen to achieve good outcomes for their clients. Highly recommended
Kieran Franklin
Kieran Franklin
25/05/2022
I have been working with ProSolution over the last 12 months and have been very happy with the quality of the service. Stuart and the team are extremely knowledgeable & have provided us a tailored plan with actionable steps we can use to build our financial security from here into retirement. Highly recommended.
D Mac
D Mac
09/05/2022
Recently refinanced my investment mortgage with ProSolutions. The process was easy, transparent and successful. I recommend ProSolutions to anyone looking for genuine professional mortgage brokering services.
Raj Pac
Raj Pac
28/04/2022
You get first class experience with the ProSolution team for holistic financial planning and wealth building - been a pleasure working with them for the past 4 years. Highly recommend them to those wanting holistic approach to their wealth management!
yostus f hanna
yostus f hanna
14/04/2022
Fantastic advice and customer service from the team at Prosolutions. They take the stress out of every business decision I’ve ever made . Their communication and efficiency is excellent. Even more is the confidence knowing that they have your best interests at heart. Cheers team!
Andrew George
Andrew George
14/04/2022
Mena has been a great accountant for our business and personal accounts. Always has the time to answer questions. Highly recommend him for all your accounting needs.
Lara Garate
Lara Garate
04/03/2022
Could not be happier with the customer service we receive from ProSolution. They take the stress out of every business decision we make. Their communication and efficiency is excellent.
Sarah Tilsley
Sarah Tilsley
25/01/2022
ProSolutions has helped us take the next step in our financial journey with establishing and implementing a solid plan and walking us through all the steps. The service is transparent and professional and we feel very good about where we’re heading.
Bondi Donies
Bondi Donies
20/01/2022
On this occasion we worked with ProSolutions for their mortgage broking services. The advice and process was professional and seamless and we are very happy with the outcome. Highly recommend them.

BUILT ON REFERRALS

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.