From lifestyle to legacy, complete financial care.

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Learn what we do
Most Australians know they should be doing more with their money. We provide financial advice that meets you where you are, whether you’re building your first investment portfolio or planning the retirement you’ve spent decades earning.
1986
Founded to help Australians build wealth
5,150+
Clients helped
$750M+
Funds under advice
9.4
Client satisfaction rating
10+
Years with us, on average
What we do

Financial advice built for your life

Everyone's financial journey is unique.
We are here to help navigate the moments that matter most.
Create Wealth
Retirement
Care for the Next Generation
Mitigate Personal Risk
Plan & Restructure
Portfolio Management
Create Wealth

Turn your income into assets that last.

Earning well isn’t the same as building wealth. We help you move from income to assets with a plan that compounds over time, instead of a collection of ad-hoc decisions.
Learn how we can help
Retirement

Retire on your terms. Not on a guess.

Retirement is the most consequential financial transition of your life. The decisions you make about super, pensions, investment allocation, and drawdown strategy can determine whether you spend the next 25 years year living confidently. We'll help you get it right.
Learn how we can help
Care for the Next Generation

Your legacy is bigger than a will.

Caring for the next generation starts now. Helping your children into their first home, funding education, and gifting to the grandchildren. This extends to making sure the wealth you've built is protected, structured, and transferred exactly as you intend.
Learn how we can help
Mitigate Personal Risk

Make sure one bad year doesn't become one lost decade.

A serious illness, an accident, a period out of work. Without the right protection, these become financial events that compound for years. We build cover that helps absorbs the hit, so your long-term plan stays intact.
Learn how we can help
Plan & Restructure

Make your wealth work the way it should.

How your money is structured can matter as much as how much you have. The right entities, contribution strategies, and ownership arrangements can save thousands in tax over a lifetime.
Learn how we can help
Portfolio Management

Keep your portfolio working towards what matters.

A strong portfolio is not built once and left alone. We bring your investments into one clear strategy, then monitor, review and recommend agreed adjustments as markets move, opportunities change and your life evolves.
Learn how we can help
Testimonials

Trusted by Australians at every stage of life

Since 1986, we've helped people like you take control of their financial future.
"Scott Ungaro at Profile Financial Services has been an outstanding financial adviser. He is highly professional while still offering..."
Louise Hochstetter
"Home of our trusted, expert and generally fabulous advisor Rachael Arnold.  We are so fortunate to know her!"
Michael Bowan
"I have been with profile for about 15 years and am happy to say that I am very happy with their service and care. Their understanding of my financial needs and their guidance to make me feel secure has been invaluable..."
Chitra Chahal
"Scott Ungaro at Profile Financial Services has been an outstanding financial adviser. He is highly professional while still offering..."
Louise Hochstetter
"Home of our trusted, expert and generally fabulous advisor Rachael Arnold.  We are so fortunate to know her!"
Michael Bowan
"I have been with profile for about 15 years and am happy to say that I am very happy with their service and care. Their understanding of my financial needs and their guidance to make me feel secure has been invaluable..."
Chitra Chahal
"Scott Ungaro at Profile Financial Services has been an outstanding financial adviser. He is highly professional while still offering..."
Louise Hochstetter
"Home of our trusted, expert and generally fabulous advisor Rachael Arnold.  We are so fortunate to know her!"
Michael Bowan
"I have been with profile for about 15 years and am happy to say that I am very happy with their service and care. Their understanding of my financial needs and their guidance to make me feel secure has been invaluable..."
Chitra Chahal
"Scott Ungaro at Profile Financial Services has been an outstanding financial adviser. He is highly professional while still offering..."
Louise Hochstetter
"Home of our trusted, expert and generally fabulous advisor Rachael Arnold.  We are so fortunate to know her!"
Michael Bowan
"I have been with profile for about 15 years and am happy to say that I am very happy with their service and care. Their understanding of my financial needs and their guidance to make me feel secure has been invaluable..."
Chitra Chahal
"I have been a client of Profile since 2006 and appreciate their independent financial advise. I have had Kurt Ohlsen as my financial planner for about 15 years..."
Col Dunn
"Excellent service and valued as a client, Very competent."
Stephen Wilton
"Have been using Profile for years - excellent friendly service with good advice and nothing is too much trouble . Would definitely recommend them."
Ele Hunt
"I have been a client of Profile since 2006 and appreciate their independent financial advise. I have had Kurt Ohlsen as my financial planner for about 15 years..."
Col Dunn
"Excellent service and valued as a client, Very competent."
Stephen Wilton
"Have been using Profile for years - excellent friendly service with good advice and nothing is too much trouble . Would definitely recommend them."
Ele Hunt
"I have been a client of Profile since 2006 and appreciate their independent financial advise. I have had Kurt Ohlsen as my financial planner for about 15 years..."
Col Dunn
"Excellent service and valued as a client, Very competent."
Stephen Wilton
"Have been using Profile for years - excellent friendly service with good advice and nothing is too much trouble . Would definitely recommend them."
Ele Hunt
"I have been a client of Profile since 2006 and appreciate their independent financial advise. I have had Kurt Ohlsen as my financial planner for about 15 years..."
Col Dunn
"Excellent service and valued as a client, Very competent."
Stephen Wilton
"Have been using Profile for years - excellent friendly service with good advice and nothing is too much trouble . Would definitely recommend them."
Ele Hunt
"Great, social and civic conscious financial planning and expert advice company! Had been with Profile over 5 years and they have been helping and guiding us through the good and difficult economic times and we are very satisfied with their performance."
Vincent Chong
"I had full trust in my financial advisor Kelly to act in my best interest at all times."
Alexander Dority
"We have been with profile for nearly 20 years and have found them great with communications,. great with advice which is to our advantage, great with keeping us informed on legislative changes"
Kenneth Ellis
"Great, social and civic conscious financial planning and expert advice company! Had been with Profile over 5 years and they have been helping and guiding us through the good and difficult economic times and we are very satisfied with their performance."
Vincent Chong
"I had full trust in my financial advisor Kelly to act in my best interest at all times."
Alexander Dority
"We have been with profile for nearly 20 years and have found them great with communications,. great with advice which is to our advantage, great with keeping us informed on legislative changes"
Kenneth Ellis
"Great, social and civic conscious financial planning and expert advice company! Had been with Profile over 5 years and they have been helping and guiding us through the good and difficult economic times and we are very satisfied with their performance."
Vincent Chong
"I had full trust in my financial advisor Kelly to act in my best interest at all times."
Alexander Dority
"We have been with profile for nearly 20 years and have found them great with communications,. great with advice which is to our advantage, great with keeping us informed on legislative changes"
Kenneth Ellis
"Great, social and civic conscious financial planning and expert advice company! Had been with Profile over 5 years and they have been helping and guiding us through the good and difficult economic times and we are very satisfied with their performance."
Vincent Chong
"I had full trust in my financial advisor Kelly to act in my best interest at all times."
Alexander Dority
"We have been with profile for nearly 20 years and have found them great with communications,. great with advice which is to our advantage, great with keeping us informed on legislative changes"
Kenneth Ellis

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Financial Services & Credit Guide
© 2XXX Profile Financial Services
Profile Financial Services Pty Ltd. ABN 32 090 146 802 AFSL and Australian Credit Licence 226238

FACTUAL INFORMATION & GENERAL ADVICE WARNING:
This communication is issued by Profile Financial Services Pty Ltd. (ABN 32 090 146 802), holder of Australian Financial Services Licence and Australian Credit Licence No. 226238. It contains factual information and general advice only and does not take into account any investor’s individual objectives, financial situation or needs. It should not be relied on by any individual. Before making any decision about the information provided, investors should consider its appropriateness having regards to their personal objectives, situation, and needs, and consult their adviser. Any indicative information and assumptions used here are summarised, are not a product illustration or quote, and also may change without notice to you, particularly if based on past performance.