We work with a wide range of fund types and finance professionals, and take pride in creating a highly individualised structures for our clients.
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Experts in funds management, structuring & compliance
Our team holds wide-ranging expertise across business and financial industries across both AFSL and ACL providing you with in-depth knowledge and best practice advice. We understand the delicate balance of compliance – too much is burdensome, not enough exposes unecessary risk.
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Directors who personally manage each client
FundPro is founded on the concept that our clients will always work with our directors personally, with the support of our highly experienced team. This ensures we can provide our clients with high quality, consistent service as well as work with agility to proactively respond to the opportunities or challenges that come with funds management.
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Packages tailored to directly assist your goals & growth
No two fund manager’s needs and goals are the same, and we are experts at identifying the fine points of what you would like to achieve through engaging our services. Our extensive experience in structuring means we can create highly individualised frameworks based on your current resources and how you would like them to grow in future.
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Lean on our team’s vast experience so you can focus on return
Focus your skills in areas that build growth while we structure and maintain the scaffolding. FundPro was setup with the mission of enabling finance professionals to focus on their core skill - managing money. You do what you are best at, we will do what we are best at.
Client On-Boarding Process
1
Client Fact Find
Week One
Understand client requirements
Liaise with client and lawyer to understand high level structure
2
Client Engagement
Week Two
Due diligence and client background checks
Client engages FundPro
3
Establish Fund
Weeks 3 & 4
Documentation, agreements & liaising with advisors including legal, tax, accounting
Commence insurance (where required)
Issue Corporate Authorised Representative number
Services Tailored to Harness Potential
We work with a wide range of fund types and finance professionals, tailoring structures to each client’s needs. While we take pride in creating highly individualised structures for each client, it may look somewhat like the below:
Fuss-Free Onboarding Process
We know your time is valuable, so we have streamlined our onboarding process into 3 simple steps.