HELPING YOU GROW YOUR NET WEALTH
HELPING YOU GROW YOUR NET WEALTH
HELPING YOU GROW YOUR NET WEALTH
HELPING YOU GROW YOUR NET WEALTH
WORRY LESS, LIVE MORE
Wealth brings privileges. But it can be complex.
At Pro Visionary, you’re more than our client, you’re our partner. As partners, we work together finding the best ways to preserve and build the wealth you’ve worked so hard to create for yourself and your family. Manifesting legacy and planning for a secure financial future are amongst the most important considerations of your life. We care deeply about the outcome you receive, so we’re passionate about guiding you to make decisions that feel right.
Our strategy is to help you worry less so you can live more freely.
ABOUT US
Pro Visionary is an active investment manager in Australian and Global Equities, Credit and Fixed-Income. We focus on identifying quality investments to deliver consistent outperformances.
Our specialist team is directly responsible for the management of $4bn of funds, $2.5bn of which is on behalf of over 650 for-purpose organisations, including philanthropic trusts and charitable foundations.
FOUNDATIONS DON’T COME ANY STRONGER THAN OURS
WE’RE BUILT BY THE BEST
Safeguarding the wealth of Australian individuals, communities, families and charities is a part of our DNA as a key part of Australia’s leading specialist trustee company.