Introducing Context Capital

At Profusion Planning, we take great pride in our investment approach that is designed to align closely with the goals and needs of our investors. We understand that your financial objectives may span various timeframes, from short-term to long-term. That's why we've structured our investment philosophy around the concept of "pots" to cater to your diverse needs. These pots are carefully managed by a professional investment consultant and model manager, appointed by the Profusion Planning Investment Committee, to ensure prudent management on your behalf.

To ensure that we continue to provide the best possible investment solutions for you, our Investment Committee recently conducted a thorough due diligence process to assess our investment partnerships. In selecting the right partner, our Investment Committee considered several key criteria:

• A deep understanding of Profusion's investment philosophy and goals.

• An approach that is customized to meet the unique needs of our retiree investors and our firm.

• A commitment to institutional-quality rigor in investment processes, due diligence, and analysis.

• Accessibility and ease of engagement to empower our Investment Committee and Advice Team in delivering better outcomes for you and in articulating the rationale behind our investment choices.

After a rigorous selection process, the Profusion Investment Committee has chosen Context Capital as our new Professional Consultant and model manager, replacing the current manager, ABRDN.

Context Capital, headquartered in Perth, is an asset consultancy and specialised managed portfolio manager with a strong presence in the Australian Financial Services industry. They are known for providing high-quality services tailored to the specific needs of investors like you.

The Context Capital team boasts extensive experience and a proven track record in managing multi-asset investment portfolios within a large institutional setting. They have honed their expertise in an environment with the highest standards of investment governance and oversight, and they are now using this knowledge to assist select boutique financial planning firms like Profusion in creating and executing custom investment portfolios for their clients.

To enhance their capabilities further, Context has forged a strategic partnership with one of Australia's largest and most well-resourced asset consultancies, which advises some of the country's largest and most sophisticated asset owners. This collaboration enables Context to combine rigorous and unbiased investment selection with sophisticated portfolio construction to deliver tailored outcomes. This level of expertise has traditionally only been reserved for some of the most respected investors in Australia.

In the words of Chris West, one of the founders of Context Capital:

"We are excited to partner with Profusion and have taken the time to thoroughly understand how their investment portfolios work to complement their financial planning advice. Our commitment lies in supporting the Profusion Investment Committee achieve defined outcomes through careful and comprehensive investment decision-making.

We look forward to collaborating with Profusion and assisting their Investment Committee in all aspects of their investment decision-making.

During the selection process, we were impressed by how much the Profusion team cares and their commitment to delivering the best possible solutions in the 'context' of their client's needs and financial goals. We are excited to partner with the Profusion team and are eager to deliver strong results for you over time."

As always, if you have any questions or need assistance, please don't hesitate to reach out to your Profusion Adviser. Your financial well-being is our top priority