As retirement beckons, careful planning and preparation become paramount to ensure a fulfilling and financially secure future. Retirement is not just a few weeks of leisure; it is a new chapter in life that can last for decades. Here we will explore essential steps to...
Five factors to consider when choosing your retirement location
As a seasoned financial adviser, I have had the privilege of assisting numerous individuals in various property transactions throughout the years. While I wish I could pinpoint the ultimate retirement destination for each of you, the truth is that there's no...
What is the FIRE Method for Retirement?
As a financial adviser, we get asked all sorts of questions from buying a house to investing for the future. We also get asked about the latest financial literature, celebrities, or philosophies. One of the more common questions I am asked is in regards to the FIRE...
Unlock your financial success as an IT professional: a tale of empowerment
As a financial adviser based in Sydney, Australia, my role is to help clients navigate the intricate world of finance and investments. Recently, I had the privilege of assisting a client who is an Information Technology professional in making a strategic move to...
Meet the team: Kurt Ohlsen
Here at Profile Financial Services, we take the time to get to know each and every one of our clients. So we think it’s only fair to let you know a little bit about each and every one of us! Over the coming weeks we will introduce each of our team members as a way of...
Tech wealth unlocked: financial considerations engineered for tech professionals: Part 5
Welcome the final part of our limited series on the unique financial landscape that is a career in information technology and the top 6 financial considerations employees in this sector need to consider. Throughout this series we have explored cashflow management,...