ProSolution
ProSolution is a Melbourne-based private financial advisory firm that delivers an integrated 'Private Office' service — financial planning, mortgage broking, tax advice, insurance, and cash flow management — for successful professionals, business owners, medical specialists, and property investors across Australia.
- Company typePrivate
- Founded2000
- HeadquartersMelbourne, Australia
- Headcount1–10
- GTM typeB2C
- OfferingServices
What ProSolution does
ProSolution is an Australian private financial advisory firm headquartered in Melbourne, Victoria, founded around 2000 and operating for over two decades under the ProSolution Group Pty Ltd umbrella. The firm delivers an integrated 'Private Office' service that combines financial planning, mortgage broking, tax and business advice, insurance advice, and cash flow management for successful professionals, business owners, medical specialists, and property investors. Services are structured as three engagement tiers — Mortgage Broking, Tax & Business Advice, and full Private Office coordination — allowing clients to start with a single need and expand into comprehensive wealth coordination under one lead adviser.
The firm's underlying technology is a proprietary rules-based framework that aligns after-tax wealth optimisation, evidence-based investing, and strategic borrowing & cashflow management into a single strategy. Delivery is supported by four wholly-owned Pty Ltd subsidiaries (ProSolution Group Pty Ltd holding the Australian Financial Services Licence No. 238449 and Australian Credit Licence No. 238449, ProSolution Tax Advisory Pty Ltd as a registered tax agent #17682003, ProSolution Wealth Advisory Pty Ltd, and ProSolution Advisory Services Pty Ltd). A lender panel of 30+ institutions (including Westpac, Commonwealth Bank, ANZ, AMP, Firstmac, and ING) underpins mortgage broking.
ProSolution makes money through three core streams: initial advice fees of A$6,500–A$20,000 for financial strategy documents; ongoing retainer fees of A$500–A$1,000 per month for implementation and review; and mortgage broking commissions of 0.40–0.715% upfront plus 0.15–0.25% per annum trail. The firm is privately owned by its team — including founder Stuart Wemyss, Campbell Wallace, Katie Murphy, and Jim Brown — with no external private equity or venture capital involvement. Demand generation is content-led via blog, the Investopoly podcast (since 2018), YouTube webinars, and authored books.
ProSolution firmographics
Firmographics- Name
- ProSolution
- Legal name
- ProSolution Group Pty Ltd
- Website
- https://prosolution.com.au
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ProSolution is a Melbourne-based private financial advisory firm that delivers an integrated 'Private Office' service — financial planning, mortgage broking, tax advice, insurance, and cash flow management — for successful professionals, business owners, medical specialists, and property investors across Australia.
- Ownership category
- akta.pro rank
ProSolution industry classification
Industry- Product category
- Wealth Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Family Business & Succession Advisory (FSAAADAL)
- akta.pro secondary industries
- Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)
Keywords
Where ProSolution is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
ProSolution business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Advisory Fees: ProSolution Wealth Advisory Pty Ltd charges fees for personal financial advice services. Initial advice fees range from $6,500 to $20,000 including GST for preparing financial strategy and advice documents. Ongoing advice fees range from $500 to $1,000 per month including GST for implementation support and review services.
- Mortgage Broking Commissions: As a mortgage broker, ProSolution receives commissions from lenders when loans settle. Upfront commission ranges from 0.40% to 0.715% of loan amount (plus GST) and ongoing trail commission of 0.15% to 0.25% per annum of loan balance (plus GST). In most cases, no fee is charged to clients directly.
- Tax Advisory Services: ProSolution Tax Advisory Pty Ltd provides tax agency services as a registered tax agent (registration #17682003). Revenue appears to derive from professional tax advice and lodgement services.
- Loan-Related Fees: Fees may apply in specific circumstances: $550 fee if loan application is approved but client withdraws; potential fees for loans under $100,000 where lender commissions are not payable; clawback recovery fees if loan is discharged within 24 months.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | One time/ perpetual license | Initial Advice Fee - Fixed fee for financial strategy and advice documents |
| Subscription | Monthly | Ongoing Advice Fee - Monthly retainer for implementation and review services |
| Transaction based/ take rate | Pay-as-you-go | Mortgage Broking - Commission-based service (no client fee in most cases) |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
ProSolution product offering
Product offeringCore offering
ProSolution Private Office delivers integrated, evidence-led financial advice to successful professionals and business owners through three engagement lines: mortgage broking, tax & business advice, and full Private Office coordination. Services span cashflow optimization, borrowing strategy, tax advice and lodgement, superannuation, share market investing, property investing, risk mitigation, and structures and estate planning, all unified under one lead adviser.
Product overview
ProSolution Private Office is a financial advisory firm offering three integrated service lines: Mortgage Broking, Tax & Business Advice, and Private Office. The Private Office service provides comprehensive financial coordination under one adviser, while clients can also engage individual services as needed. The three services are designed to work together as one coherent plan rather than disconnected conversations.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Office Full Private Office financial coordination service led by one adviser, covering cash flow optimization, borrowing strategy, tax advice and lodgement, superannuation, share market investing, property investing, risk mitigation, and structures and estate planning. Designed for successful professionals and business owners with multiple financial moving parts.
- Mortgage Broking Strategic mortgage advice and broking service providing the right lender, right order, and right structure for capacity, flexibility, and tax effectiveness. Access to a panel of 30+ lenders including major banks (Westpac, Commonwealth Bank, ANZ), non-bank lenders (AMP, Firstmac, ING), and specialist providers, covering home loans, investment loans, refinancing, construction loans, and SMSF lending.
- Tax & Business Advice Forward-looking tax and business advice designed to maximize long-term after-tax wealth. Delivered through ProSolution Tax Advisory Pty Ltd as a registered tax agent (registration #17682003) covering tax planning, tax lodgement, and business structure advice for clients including medical specialists and business owners.
Companies that use ProSolution
Customer profileSegments3 records
Ideal customer profiles3 records
ProSolution technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
ProSolution partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- WestpaccoreMajor Australian bank included in ProSolution's lender panel. Clients are referred for mortgage products including owner-occupied and investment home loans.
- Commonwealth BankcoreMajor Australian bank included in ProSolution's lender panel for mortgage broking services.
- ANZcoreMajor Australian bank included in ProSolution's lender panel for mortgage products.
- AMPminorNon-bank lender included in ProSolution's lender panel for mortgage products.
- FirstmacminorNon-bank lender included in ProSolution's lender panel for mortgage products.
- INGminorNon-bank lender included in ProSolution's lender panel for mortgage products.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
ProSolution competitors and assessment
Company assessmentBroad incumbents
- Count Limited: Australian advice and accounting licensee supporting a national network of financial advisers and accounting firms. Comparable integrated tax + advice offering across a multi-practice licensee footprint.
- Macquarie Private Bank: Private bank within Macquarie Group offering integrated lending, investment, super and tax structuring services to high-net-worth Australians. Competes for the same successful-professionals-and-business-owners segment with deeper capital and product breadth.
- Pitcher Partners: Mid-tier Australian accounting and advisory network with financial planning, lending advisory and wealth services. Comparable multi-discipline, business-owner-focused advice model with national footprint.
- Centrepoint Alliance: Licensed advice and mortgage aggregation group supporting financial advisers and mortgage brokers across Australia. Comparable multi-service advice + broking model, with significantly broader licensee scale.
- Insignia Financial (formerly IOOF): One of Australia's largest wealth management groups spanning advice licensee, superannuation, investment management and platforms. A broad incumbent in the same integrated-advice category ProSolution occupies, with much greater scale and licensee infrastructure.
Direct peers
- Ord Minnett: Australian private wealth advisory and stockbroking group providing holistic advice, portfolio management and lending access to high-net-worth individuals. Comparable client segment, integrated advice + lending model, and fee-plus-commission revenue mix.
- Sequoia Financial Group: Holistic Australian financial advice firm providing accounting, tax, lending, superannuation and wealth advice under one roof to individuals and SMEs. Closely comparable integrated 'one adviser' value proposition.
- Shadforth Financial Group: Australian holistic financial advice firm offering investment, superannuation, tax, estate planning and lending solutions to professionals and pre-retirees. Highly comparable to ProSolution's integrated Private Office model and professional/business-owner client focus.
- AZB Financial Group: Australian integrated financial advisory firm combining tax, accounting, mortgage broking and wealth advice for high-net-worth professionals and business owners. Closely comparable private-office-style offering in the same target segment.
Emerging players
- Oasis Wealth: Australian financial advisory firm providing holistic advice across superannuation, investment, insurance and lending. Smaller-scale direct competitor to ProSolution's Private Office model with overlapping service lines.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
ProSolution social profiles
Digital presenceProSolution compliance and trust
Trust signalCompliance3 records
ProSolution financial estimates
Financial estimateRevenue estimate
Valuation estimate
ProSolution leadership team
Management profileNumber of profiles
Profiles5 records
ProSolution subsidiaries and ownership
Company hierarchySubsidiaries4 records
ProSolution funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ProSolution M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ProSolution
What does ProSolution do?
ProSolution Private Office delivers integrated, evidence-led financial advice to successful professionals and business owners through three engagement lines: mortgage broking, tax & business advice, and full Private Office coordination. Services span cashflow optimization, borrowing strategy, tax advice and lodgement, superannuation, share market investing, property investing, risk mitigation, and structures and estate planning, all unified under one lead adviser.
Is ProSolution a public or private company?
ProSolution is a private company. It is classified as management employee owned and is currently operating.
When was ProSolution founded?
ProSolution was founded in 2000. It employs 1 to 10 people.
Where is ProSolution based?
ProSolution is headquartered in Melbourne, Australia, in the Oceania region.
How does ProSolution make money?
Four revenue lines are on record. Wealth Advisory Fees are the primary driver. The others are mortgage Broking Commissions, tax Advisory Services and loan-Related Fees.
Who are ProSolution's main competitors?
Broad incumbents on record are Count Limited, Macquarie Private Bank, Pitcher Partners, Centrepoint Alliance and Insignia Financial (formerly IOOF). Direct peers are Ord Minnett, Sequoia Financial Group, Shadforth Financial Group and AZB Financial Group. Oasis Wealth is listed as an emerging player.
Does ProSolution have an API?
No public API is recorded for ProSolution.
What industry is ProSolution in?
ProSolution's product category is Wealth Advisory Services. Its primary akta.pro industry code is FSAAADAL, Family Business & Succession Advisory, with a secondary code of FSABADAK, Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO). Its NAICS code is 52394 and its SIC code is 6282.