Financial Advice for Australians | Profile Financial Services

What we do

Financial advice built for your life

Everyone's financial journey is unique.
We are here to help navigate the moments that matter most.

Create Wealth

Turn your income into assets that last.

Earning well isn’t the same as building wealth. We help you move from income to assets with a plan that compounds over time, instead of a collection of ad-hoc decisions.

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Retirement

Retire on your terms. Not on a guess.

Retirement is the most consequential financial transition of your life. The decisions you make about super, pensions, investment allocation, and drawdown strategy can determine whether you spend the next 25 years year living confidently. We'll help you get it right.

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Care for the Next Generation

Your legacy is bigger than a will.

Caring for the next generation starts now. Helping your children into their first home, funding education, and gifting to the grandchildren. This extends to making sure the wealth you've built is protected, structured, and transferred exactly as you intend.

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Mitigate Personal Risk

Make sure one bad year doesn't become one lost decade.

A serious illness, an accident, a period out of work — without the right protection, these become financial events that compound for years. We build cover that helps absorbs the hit, so your long-term plan stays intact.

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Plan & Restructure

Make your wealth work the way it should.

How your money is structured can matter as much as how much you have. The right entities, contribution strategies, and ownership arrangements can save thousands in tax over a lifetime.

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Portfolio Management

Keep your portfolio working towards what matters.

A strong portfolio is not built once and left alone. We bring your investments into one clear strategy, then monitor, review and recommend agreed adjustments as markets move, opportunities change and your life evolves.

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Who We Help

Solutions for Australians at every stage of life and wealth

Pre-retirees

Prepare for the retirement you want with proven, personalised strategies.

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Retirees

Manage your wealth securely and enjoy the retirement you deserve.

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Executives

Coordinate complex remuneration into a strategy that lasts beyond the corner office.

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Family Offices

Coordinate complex family wealth across entities, advisers and generations.

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Tech Professionals

Build your wealth and live the life you want today and tomorrow.

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Professional Families

Protect what you have and leverage time to build the life you dream of.

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Business Owners & Founders

Build personal wealth that stands on its own, not just inside the business.

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Young Professionals

Start early, structure well, and let time do the heavy lifting.

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Testimonials

Trusted by Australians at every stage of life

Since 1986, we've helped people like you take control of their financial future.

"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.

"One of the overriding advantages of dealing with Profile, particularly when compared with the large corporations, is the 'personal service' provided. It is a one-on-one service.

Your adviser is always available and every question, large or small, is promptly dealt with in full detail.
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Nothing is ever too much trouble."

John W.

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Let’s talk about what’s possible

Book a zero-cost conversation with one of our expert advisers. No jargon and no pressure. Just clarity on your wealth, your goals, and your next step.

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Explore our financial planning insights & resources

Insights, tools and updates to help you plan with clarity.

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Profile Financial Services Pty Ltd. ABN 32 090 146 802 AFSL and Australian Credit Licence 226238

FACTUAL INFORMATION & GENERAL ADVICE WARNING:
This communication is issued by Profile Financial Services Pty Ltd. (ABN 32 090 146 802), holder of Australian Financial Services Licence and Australian Credit Licence No. 226238. It contains factual information and general advice only and does not take into account any investor’s individual objectives, financial situation or needs. It should not be relied on by any individual. Before making any decision about the information provided, investors should consider its appropriateness having regards to their personal objectives, situation, and needs, and consult their adviser. Any indicative information and assumptions used here are summarised, are not a product illustration or quote, and also may change without notice to you, particularly if based on past performance.