Welcome to the latest installment of "In the Loop with Profusion Planning"

In this edition, we're delighted to introduce you to our newest Client Manager, Jake. Please join us in extending a warm welcome to him next time you are in the office!

Exciting news follows as we proudly announce Context Capital as our new asset consultant. This partnership promises to bring a wealth of valuable expertise and tools to the team.

Rounding out this edition are two great articles. The first, an excellent piece on retirement planning and crafting the lifestyle you desire, before we finish with some practical tips for cost-effective travel (a particularly timely subject given the recent surge in airfares).

We've also attached our updated Financial Services Guide to reflect the addition of Gavin Smith to our financial adviser team. Well done Gavin on joining the advice team!

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (08) 9316 3050 or email info@profusionplanning.com.au

Kind regards,

Profusion Planning

Get to know Jake?

Jake has been with team Profusion for almost three months (time flies when you are having fun!). Learn more about the newest member of our team...

Read full article >>

Introducing Context Capital

We have recently conducted an extensive review of our investment offering and have some exciting news to announce

Read full article >>

Sowing the seeds for a happy retirement

The adage “have something to retire to” is good advice to make for a happy retirement - and a joy-filled life today. Read full article >>

Travel on a shoestring

There is a big wide world out there just waiting for you explore so don’t miss out just because you’re watching your budget. Read full article >>

Corporate Authorised Representative of Profusion Advisory Group Pty Ltd. ABN 20 623 031 541, AFSL 506425, 333 Pier Street, Perth WA 6000.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. Liability limited by a scheme approved under professional standards legislation.

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(08) 9316 3050

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