Our Approach
Our Approach
What To Expect
Expect a different approach – one that begins with you and the life you want to lead. We won’t pretend to know what’s right for you without really getting to know you and the life you want to lead. It’s only then, that we can create a financial plan that will help you achieve your life goals and ambitions.
Personalised Approach
Our team is friendly, enthusiastic and is always striving to deliver exceptional outcomes. Our experienced advisers are committed to ensuring you are properly understood and are all about giving you added confidence by having a specific plan to follow – managing finances shouldn’t be stressful!
Investment Philosophy
Profusion Planning’s investment philosophy is to ensure the portfolios constructed for our clients are closely aligned to the objectives of the individual. While this sounds simple, it is quite different to how portfolios have traditionally been designed within the financial services industry. This is because, most superannuation and investment providers, offer investment options that are linked to a risk category (ie. Defensive through to High Growth). This method is based on a split between defensive and growth assets, however has no real connection to the goals an individual has, nor the time at which they might need funds. It is for this reason that Profusion Planning uses an Outcome-based Investment approach.
Goal Based Advice
Ever since Profusion Planning was founded by Stephen and Brad in 2009, the core premise of our advice has been linked to the goals of our clients. This is reflected in our process that has been custom built to ensure we capture everything that is important to you
Family & Estate Planning
Estate planning is the process of working out how best to look after your affairs both when you are alive and when you pass away. Having a detailed estate plan is important because it helps to ensure people you trust look after you in the event you lose capacity to make decisions for yourself and will also provide clarity about distribution of your assets, care of your dependents, control of your home and business as well as help minimise risks such as those who might challenge your estate.
