Goals based financial advice tailored for you
Live the life you want, with confidence
Set your goals
Build and protect wealth
Enjoy your life
Leave a legacy
Worrying about money
is the last thing anybody wants to do
At Profile Financial Services, we know how frustrating it can be to work hard for your money without making any progress financially.
Feeling in control of your finances, growing your wealth, and achieving financial freedom shouldn’t be stressful. In fact, at Profile Financial Services, we go out of our way to make the entire financial planning process as simple and headache-free as possible so you can focus on building and enjoying a life you love.
Helping you achieve your goals
Profile Financial Services works with people of all backgrounds to help you achieve your goals with a wide range of services.
Generate Wealth
Put your money to work for you so you can go from living week to week to living a lifestyle you love.
Mitigate Personal Risk
Protect your income with a back-up plan for life’s unexpected challenges.
Rethinking Retirement
Plan ahead so you can live a stress-free future on your own terms.
Care for the Next Generation
Secure your family’s financial future by leaving a loving legacy.
Unlike any other
After 36 years in business, we understand you’re looking for more than just an investor ‒ you want a trusted adviser to guide you through life’s ups and downs.
At Profile Financial Services, we’re more than just another investment company.
We’re a boutique goals-based financial advice firm that puts people first. When you hit your goals, we hit our goals.
We can help you achieve your dreams through uniquely designed, objective-focused financial solutions.
Unlike any other
After 36 years in business, we understand you’re looking for more than just an investor ‒ you want a trusted adviser to guide you through life’s ups and downs.
At Profile Financial Services, we’re more than just another investment company.
We’re a boutique goals-based financial advice firm that puts people first. When you hit your goals, we hit our goals.
We can help you achieve your dreams through uniquely designed, objective-focused financial solutions.
What’s different about us
You're Our First Priority
To be at our best for you, we have to ask the right questions to understand who you are, what you want and how we can help you get it, using our technical excellence.
We Get Things Done
When we make a promise to you, we’ll keep it. Our team is always hard at work to ensure we deliver on what we promise and do so quickly.
We Care
We care for our clients, each other, and our industry. Good advice at the right time changes lives. With mutual respect and a great attitude, amazing things can be achieved.
We're Real
We aren’t interested in putting on a front to impress. We come to work as our true, authentic selves. We will tell you what you need to hear to give you the best path to achieving your goals and financial freedom.
Hear about what we do
straight from our customers
We know you’ll enjoy working with us because:
- We're down to earth
- We'll treat you like family
- We've got over 36 years' experience
And while we’re confident in what our services can do for you, we understand that you don’t necessarily want to take our word for it.
Instead, hear what our customers have to say about us, our process and the results we’ve achieved for them.
Live the life you want, with confidence.
Ready to take the first step on your journey toward financial freedom?
With Profile Financial Services, the process couldn’t be simpler!
Get In Touch
Schedule an introduction meeting with one of our Profile advisers.
This meeting is confidential, and we bear the cost of the initial consultation to help us learn more about you and your financial goals.
Create a Unique Plan
We’ll dive deep into your needs and preferences to create a plan tailored to your circumstances.
After some research, your financial adviser will present your advice for your approval.
Enjoy an Extraordinary Life
Once we implement the plan, all you need to do is sit back and enjoy the benefits! We will schedule ongoing reviews to to help you stay on track to achieving your financial goals while you continue to enjoy your life to the fullest.
Learn More
Stay up to date with our blog, written by our team of knowledgeable and experienced experts.
Decoding Financial Success for Business Owners: The 10 Factors You Need To Know – Part 4
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Decoding Financial Success for Business Owners: The 10 Factors You Need To Know – Part 3
This insightful article is the third instalment of our limited five-part series that explores the unique financial landscape that is business ownership and financial security. Thus far we have delved into superannuation and diversification, as well as risk management and funding options. Today we turn our attention to cash flow
How much money do you need to retire?
When planning for retirement, it's crucial to determine how much money you'll need to sustain your desired lifestyle and cover your expenses. This calculation involves various factors, including your current age, desired retirement age, life expectancy, expected inflation rate, investment returns, and whether you own your home or not. In
Decoding Financial Success for Business Owners: The 10 Factors You Need To Know – Part 2
Welcome to part two of our special five-part series, which delves into the 10 factors you need to consider, as a business owner, when planning your financial future. In the initial instalment of this series, we discussed superannuation and diversification; today we look at the important issue of risk management
Decoding Financial Success for Business Owners: The 10 Factors You Need To Know
When over 60% of small businesses face financial challenges stemming from poor financial management practices, bad wealth management advice, overwhelming debts and other factors, how can you work towards ensuring the financial health of your business and your future?
Profile Financial Services’ memberships & awards
We are proud of the hard work we put in and the difference we make in our clients’ lives.
Take a look at some of our memberships and awards below.
