From lifestyle to legacy, complete financial care.

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.

36+

Years helping Australians build wealth

5,150+

Clients helped

$750M+

Funds under advice

9.4

Client satisfaction rating

10+

Years with us, on average

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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

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.

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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.

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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.

"Profile has always acted in my best interests and provided timely advice.

I have been with Profile since 1992 and have no hesitation in recommending their services."

Rodney C.

"One of the overriding advantages of dealing with Profile, particularly when compared with the large corporations, is the 'personal service' provided. It is a one-on-one service.

Your adviser is always available and every question, large or small, is promptly dealt with in full detail.
‍
Nothing is ever too much trouble."

John W.

"Kurt listened to our goals then implemented risk managed strategies to help achieve our goals. Kurt proactively monitors our managed funds, is well backed up with research and experience and always takes the time to explain things clearly."

Stephen Foley

"It's a leap of faith, softened by solid references reviews and history, when you choose financial advice. Happy to say our choice in Profile has not been a disappointment. They have been the complete package."

Daryl Mitchell

"We needed to simplify our complex financial situation to go forward towards retirement and Kurt and the team showed us the ways to move forward with sound advice and different strategies in a way that we understood and made us feel comfortable and confident.

Looking forward to retirement knowing that the team at Profile will be there to give the guidance and support that we need for a comfortable retirement."

Wendy Burton

"Scott Ungaro at Profile Financial Services has been an outstanding financial adviser. He is highly professional while still offering a very personal level of service. He has provided us with excellent advice around our retirement planning, taking the time to understand our goals and explain everything clearly.

He is always available when we need guidance and is very responsive. We feel confident and well supported, and would highly recommend Scott to anyone looking for trusted financial advice."

Louise Hochstetter

From lifestyle to legacy, complete financial care.

Financial advice built for your life

Turn your income into assets that last.

Retire on your terms. Not on a guess.

Your legacy is bigger than a will.

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

Make your wealth work the way it should.

Keep your portfolio working towards what matters.

Trusted by Australians at every stage of life

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Let’s talk about what’s possible

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