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.
Speak to an adviser
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.
Speak to an adviser
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.
Speak to an adviser
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.
Speak to an adviser
Insights & Resources
Insights
Expert thinking on wealth, retirement, tax and the markets.
Speak to an adviser
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
·
Our Team
·
Contact Us
Learn more about Profile and our people.
Insights
·
FAQ
·
Our Financial Planning Process
Access our insights, guides, resources, and learn how our process works.
Client Login
Access the client portal
Speak to an adviser
Client Login
Speak to an adviser
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.
Speak to an adviser
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.
Speak to an adviser
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.
Speak to an adviser
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.
Speak to an adviser
Insights & Resources
Insights
Expert thinking on wealth, retirement, tax and the markets.
Speak to an adviser
Company
About
Our Team
Contact Us
Speak to an adviser
Company
About
Our Team
Contact Us
Resources
Insights
Tools
Case Studies
Frequently Asked Questions
Financial Services and Credit Guide
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
·
Our Team
·
Contact Us
Learn more about Profile and our people.
Insights
·
FAQ
·
Our Financial Planning Process
Access our insights, guides, resources, and learn how our process works.
Client Login
Access the client portal
Speak to an adviser
Client Login
Speak to an adviser
Connect
Get in touch
Your first conversation with us is zero-cost, confidential, and completely obligation-free.
Tell us what’s on your mind. We’ll take it from there.
Send us a message
Tell us more about what you need.
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email
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I am a...
Pre-Retiree
Retiree
Tech Professional
Professional Family
Executive
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Young Professional
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admin@profileservices.com.au
You can also contact us via email with any questions.
+61 2 9683 6422
You can reach out to us by phone to discuss your needs.
PO Box 3737
Parramatta CBD NSW 2124
Send us a message by post. Find our office locations below.
Locations
Where to find us
We have offices across New South Wales, and we’re always happy to meet face to face, or virtually.
Parramatta
L9, 100 George St Parramatta NSW 2150
Sydney
L32, 200 George St Sydney NSW 2000
Mudgee
27b Byron Pl Mudgee NSW 2850