Spending power
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Spending power
Key facts
Counted staff
14
self-reported 2–10 band
Founded
2002
24 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
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 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:
- Independent financial advice – our service is called Wealth Coach
- Mortgage broking and advice.
- Tax and accounting services specialising in automated accounting solutions for businesses, professionals and investors.
- Personal risk insurance advisory.
Specialties
All 4 specialties
- Mortgage advice
- Tax advice
- Insurance advice
- Independent Financial Advice
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 8, 31 Queen Street; Melbourne, Vic 3000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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FAQ
How many people work at ProSolution Private Clients - Holistic Financial Services?
14 counted staff profiles at January 2026, above the self-reported 2–10 band.
Where does ProSolution Private Clients - Holistic Financial Services have offices?
One address on record, Australia only. Primary: Level 8, 31 Queen Street, Melbourne, Vic 3000.
Has ProSolution Private Clients - Holistic Financial Services raised funding?
None linked to this brand.
What does this brand list as its specialties?
Four tags on the brand's own list, among them insurance advice and tax advice.
Which companies are listed alongside this brand?
6 profiles list ProSolution Private Clients - Holistic Financial Services as a peer — 82nd percentile in Accounting. It lists ten peers of its own. AMT Lawyers and Associates and MC Tax Advisors list it back.