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Wealth Creation Solutions

Tailor-made wealth creation strategies to set you and your family up for success

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Invest according to your risk capacity

Build wealth based on your goals

Protect and provide for your loved ones

Prepare for a safe, happy future

Grow your wealth with options suited to your unique goals and timeframe.

Invest with the minimum possible risk and the maximum possible reward. Understand how to save your hard-earned money, reduce debt and more. 

Enjoy as little or as much hands-on involvement as you prefer. Unlock the freedom and security that come with well-defined wealth building strategies when you work with us. 
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Achieve prosperity

Building wealth is as multifaceted as you are. Discover how to budget, save and invest with strategies that empower your financial journey.

Comprehensive investments

Grow your money with a host of diversified implementation options, including portfolio investment, sector solutions, direct equities and shares and private solutions.

Sustainable savings

Explore retirement saving plans, emergency funds and more, and build a financial foundation on which your life will flourish.

Defeated debt

Reduce what you owe today so that you can thrive tomorrow with trusted advice and strategic planning.

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Abundance can be yours too

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. 

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Create wealth with confidence

Gain, progress and rise when you trust our experienced team to maximise, retain and grow your earnings. Choose to cultivate your wealth and watch it blossom into financial security.

Chat with us

Book a complimentary call with us and discuss your wealth goals. During this obligation-free meeting, your trusted adviser will delve into your personal hopes and dreams so that your wealth roadmap is customised to your needs.

Look over a winning plan

We help you achieve your wealth goals with a hand-crafted strategy specific to your needs that will support you to get you to where you want to be.

Swap surviving for thriving

Sit back and relish a more secure life that looks out for your future and your family’s well-being. Adore the life you’re living while resting assured that your plan is working to your needs as time goes on.

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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