Current client? View your portfolio here »

Care for the next generation

Leave a legacy to empower your loved ones.
Protect the next generation’s financial stability by planning ahead.

Book an appointment

Draft an estate plan that guards your family

Build financial structures to achieve your goals

Avoid unnecessary family disputes

Leave a legacy for your loved ones

Decide how you want to be remembered

You’ve worked hard to secure the wealth and lifestyle of your dreams. Pass it on to the ones you love the most with careful planning. Don’t leave what you leave behind to chance. Give your partner and the next generation the security they need to go from strength to strength.

Estate Planning

Ensure that your personal and business wishes are carried out with a will that includes an enduring power of attorney and an enduring guardianship.

Financial Structures

Entrust your wealth to your children or family with trusts or funds that allow you to keep looking after them, even when you’re no longer here.

Life Insurance

Make sure that your family is covered in the event of an accident or injury.

Book a meeting today

We simplified their lives, and now it’s your turn

Cautious and balanced

The cautious and balanced approach to investing gives confidence in the continuing stability and profitability of
our investments. Profile analyses trends and advises adjustments when needed. The integrity, competence and enthusiasm of Garry, Phillip and staff inspire trust.

Judith T. 

Honesty and integrity

The honesty, integrity and professionalism exhibited by Profile makes for confident investors.

Graham R.  

Transparent and honest

Profile focus on providing a transparent, honest assessment of risks, opportunities and financial planning counsel. It is an “intimate” highly personal professional
service – where the “radar-screen” is on 365/ yr, and skills, resources, experience and expertise are provided through internal and external staff resources.

Dorset S. 

Available and confident

Always available and confident in their decisions on my assets. They do not hassle me. Keep me informed on matters concerning my investments.

Arthur B. 

Timely advice since 1992

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. 

Meet our team today

Pass on your wealth in 3 simple steps

Care for your family with a lasting legacy that will make a difference in the lives of your children. Give them the freedom and opportunity they need to unleash their potential.

Book an appointment

Let’s start with a meeting, where we will unpack exactly how you wish to leave your legacy behind. Uncovering your “why” is important to us, so that we can pour our expertise into the perfect "how".

Plan for the future

From life insurance policies to family, discretionary, or hybrid trusts, we will help you preserve your precious wealth in systems and structures that have your family’s best interests at heart.

Love your loved ones

Finally, enjoy the time you have with your family knowing the plan we have helped you with, will benefit your loved ones in the future, thanks to your foresight and kindness.

Contact us today

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.

The Profile Team

We are a group of diverse people with lots of different backgrounds and we're here to help you.

Get to know our team