WELCOME... OUR STORY Welcome to ProSolution Private Clients. This Welcome Book provides you with an introduction to our firm, our team, what we stand for and how we can help you. We ask that you take a moment to read through this Welcome Book as it contains some important information. Our core purpose is simply to make our clients happy. We can achieve this core purpose in many ways including helping our clients plan for the future and feel financially secure, solve financial problems or challenges, give them comfort that they are maximising their financial opportunities, helping their family and friends and so on. In short, we want to make you happy. We
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only care about helping our clients’ achieve their goals and always put their best interest first. We never make any compromises on the quality of the advice we give. We never advise any client to do anything we wouldn’t do ourselves (or advise our family members to do). We do not take risks with our clients’ money. Our financial philosophies are founded on sound, proven fundamentals. We only employ genuine, caring, service-oriented and honest team members that fully embrace our core values (more about our core values next). We know by only focusing on always doing the right thing by our clients that everything else will take care of itself. We love to make our clients happy.