What We Do
Create Wealth
Tailored goal-based wealth creation advice.
Retirement
Create a personal retirement plan to suit your exact needs.
Care for the Next Generation
Plan your financial legacy for your loved ones.
Portfolio Management
Keep your investments aligned with your goals.
Mitigate Personal Risk
Insure your personal financial risks with expert strategies.
Plan & Restructure
Structure or reconfigure your assets to achieve your goals.
Our Financial Planning Process
See what to expect from your first meeting through to ongoing support.
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Who We Help
Pre-retirees
Prepare for the retirement you want with proven, personalised strategies.
Retirees
Manage your wealth securely and enjoy the retirement you deserve.
Executives
Coordinate complex remuneration into a strategy that lasts beyond the corner office.
Family Offices
Coordinate complex family wealth across entities, advisers and generations.
Tech Professionals
Build your wealth and live the life you want today and tomorrow.
Professional Families
Protect what you have and leverage time to build the life you dream of.
Business Owners & Founders
Build personal wealth that stands on its own, not just inside the business.
Young Professionals
Start early, structure well, and let time do the heavy lifting.
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How We Work
Our Financial Planning Process
See what to expect from your first meeting through to ongoing support.
Frequently Asked Questions
Find clear answers to common questions about financial advice.
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About
About
Discover our story, approach and the values behind Profile.
Our Team
Meet the people who take the time to understand your goals.
Contact Us
Start a conversation with our advisers or book a chat.
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Insights & Resources
Insights
Expert thinking on wealth, retirement, tax and the markets.
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What We Do
Explore our financial planning services and solutions.
Who We Help
From young professionals to retirees, we help Australians at all stages of life and wealth.
About
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Our Team
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Contact Us
Learn more about Profile and our people.
Insights
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FAQ
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Our Financial Planning Process
Access our insights, guides, resources, and learn how our process works.
Client Login
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Client Login
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