The change we are seeking to make

 

Our goal is to help our clients achieve their financial and lifestyle goals by providing independent advice using evidenced-based financial strategies. Our ultimate reward is when our clients reflect upon the journey we have shared with them and they acknowledge the valuable advice we have provided along the way.

In short, helping you achieve your goals ultimately becomes our goals 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.

People like us believe 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).

TESTIMONIALS

FROM ESTABLISHED CLIENTS

“ProSolution have given us a good long-term financial plan – tailored to our needs/ambitions – and the support to execute this has been thorough, professional and patient. Navigating the application for mortgages, etc. has been much easier for Jodie(s) assistance.”

Steve Jones & Ruth Hope-Jones (February 2018)

“We are time poor and ProSolution did a great job reviewing the most appropriate loan product for us, managing the loan approval and pre-approval process and answering our questions promptly! Thank you for making the purchase and settlement process a smooth one for us!”

Tammy Tang (February 2018)

“What I like about the service is that since set up the original loan there has been an annual review to ensure I continue to receive the best possible deal. This led to me refinancing the loan this year to obtain a much better interest rate.”

Rohan Elliott (February 2018)

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.