What We Do – Financial Planner & Property Investment Albury Wodonga

When someone asks what we do at Profolio, it’s tempting to just say we help people just like you on their journey to independent wealth and ultimately, financial freedom. Our expertise, experience and in-depth knowledge of the local market’s financial and investment industry in Albury Wodonga, NSW means we can offer so much more than that! It is the way we do it that makes us different – we first help clients decide and realise where they want to go and help to map out the journey of how to get there.

We then partner with the client along their personal voyage, whether that be Financial Planning or Property Investment advice and services. We are with them every step of the way and it is this tailor-made service that makes us stand out against other Financial Planning and Investment Property companies in the Albury Wodonga area. We leverage our knowledge, capabilities, perspectives and niche expertise for our client’s benefit.

So, if you are looking for a tailored Financial Planner or Property Investment Consultant in Albury that considers you and your individual needs, contact Profolio today.

Click the tabs below to find out more about each of our service offerings.

 

Our process

  • Understand how we will work with you

    Phase 1: Understand Your Situation
    Discover your “Big Why”. What does money mean to you? What does it give you? What outcomes are you looking for?
    Confirm whether we are the best fit for you
    Assist you to complete a comprehensive questionnaire in order for us to best understand your current situation

    Phase 2: Decide where you want to be
    We assist with goal setting and look at your future plans
    We work with you to set realistic time frames
    We will determine what you do and don’t want from your investments

    Phase 3: Develop a plan that will take you where want to go
    We will develop a step by step plan to help you achieve your goals
    We will provide a “Plan B”, in case something goes wrong (life has a way of getting in the way sometimes)
    Alternative strategies to still achieve your goals

    Phase 4: Implementation of your plan
    Determine the level of assistance you want or need
    Meetings are scheduled for updates, questions and discussions
    Investment sourcing begins

    Phase 5: Profolio Tracking Meeting
    Keeps both yourself and us accountable
    Track results. Report to you on existing assets and their financial return, the state of the market, current trends, possible new investments, and check your overall progress.
    Set new goals and update objectives to ensure we are still on track

     

 


Our clients say it best

  • Profolio helped create the dream income I have wanted to provide for my family–John

  • I have purchased the Essential Investor Pack and can completely recommend it. The cash-flow calculators and checklists are wonderful, very clear and concise with detailed instructions. The outcome has also been wonderful, I have been able to easily select properties and know what the expected return will be for that property and how it will fit into my portfolio. I now feel like I'm investing in property the right way with a bit of a plan. I will be using Profolio to build my knowledge for my next purchases as well.–Janet

  • We are so AMAZED by the exceptional skills and professionalism that Profolio has showed us. Their excellent support, knowledge and vision into property portfolio building is top notch! We love Profolio and we’re so happy with the mentoring we’ve received from Profolio! I look forward to working with Profolio more as the business grows. Keep up the great work guys!! And Thank you!–Michelle and Peter

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