Personalised Approach

Personalised Approach

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!

What we will do

Once we have uncovered all of the areas that are important to you and have agreed on the priorities of focus, we can then start working on your personal financial plan. Your plan will provide you with the specific strategies and actions that link to your goals. This ‘blueprint’ will give you an easy-to-follow set of actions that you can tick off and check your progress against, as the relevant trigger points present.

Profusion Planning

 

What a personal financial plan includes

Your personal financial plan may include the following areas:

  • Budgeting & Cashflow management
  • Wealth creation and superannuation strategies
  • Investment planning
  • Specialist GESB advice
  • Personal insurances
  • Tax planning
  • Debt Reduction
  • Redundancy advice
  • Aged Care Advice
  • Estate Planning

Because your need for advice will change over time, we have built our annual advice services to be flexible. By doing so you can opt into different services so that you receive more comprehensive advice when you need it and less when you don’t.

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!

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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.

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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

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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.

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Get In Touch

Make the first step and contact us today for a confidential chat about your financial situation

Address: 333 Pier Street, Perth WA 6000

Postal Address: PO Box 8445 Perth BC WA 6849

Phone: (08) 9316 3050

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