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Are you feeling overwhelmed with finances and need guidance?

  • Started Investing
  • Family Trust set up

With no investments or family trust you’re missing out on important benefits that those on higher compensation packages can utilise.  

Many of our clients have fairly complex financial structures, and we are accustomed to working closely with lawyers and accountants to implement strategies that may involve family, discretionary or hybrid trusts, companies, and Self-Managed Super Funds (SMSFs) as well as various personal holding structures (self-owned, joint tenants, tenants in common).

With long experience in this area, we can provide a ‘second opinion’ in need.

 We help technology professionals and business owners just like you to reduce the complexity of their financial affairs and let you get on with what you are great at.

At Profile Financial Services, our goals based financial advice is tailored for you. We help our clients live the life you want, with confidence. If you’re interested, chat with our team below.

Chat with our team

Unlock financial security

As a tech professional, you’re likely earning more than ever before.

To transform your monthly salary into long-term wealth that will fuel the lifestyle you deserve, you need to leverage the experience of an experienced financial team. At Profile Financial Services we’ll empower you to live your best life by:
  • Managing your cash flow
  • Growing your investment portfolio
  • Planning for the future
  • Insuring your income and assets
  • Making sure your super is working for you
  • Minimising your tax obligations
Get started today

Work hard, play hard 

The most important thing to our highly skilled team of financial experts is understanding your goals.

Whether you want to save up to buy your first home or an investment property, build a share portfolio, leverage your superannuation, or go on more overseas trips with your family, we’ll arrange your financial strategy around your priorities.

Chat with our team

Experience goal-based financial planning

We’re committed to excellence, and nothing excites us more than helping you build a strong financial foundation that will enable you to live the good life today and every day.

Your goals are our priority, and we are committed to helping you with solutions and options – helping you live the life you want to live.

We’re promise-keepers

When you start your financial planning journey with us today, you can rest easy knowing that we’ll be here for you long into the future.

We're honest

Having a truthful conversation with you about your finances and assets is the first step toward helping you build your wealth. With us, you’ll always enjoy visibility and control.

We get things done

Even though you’re young, you want to jump on the biggest opportunities right now ‒ not years from now. That’s why we work with you to help you make your dreams a reality.
Reach out today

Build your wealth and be excited for the future

The busyness of life can mean
financial planning is always on the to-do list.

 With so much conflicting advice out there it’s easy to waste years procrastinating.
Working with an experienced, goals-based financial planner means you’ll reach your goals faster.

Get in touch

Schedule an introduction meeting with one of our Profile advisers.

This meeting is confidential, and we bear the cost of the initial consultation to help us learn more about you and your financial goals.

Create a unique plan

We’ll dive deep into your needs and preferences to create a plan tailored to your circumstances.

After some research, your financial adviser will present your advice for your approval.

Leverage time

As a young professional, you have time on your side.

By unlocking compound interest, you’ll take advantage of opportunities that will set you up more comfortably in the future, which will leave you more money to play with in the short and long term.

Enjoy an incredible life

After your plan is implemented, you can relax and reap the rewards. We will schedule periodic reviews to help you stay on track towards your goals, allowing you to enjoy life along the way.

Chat with our advisers

Hear about what we can do straight from our customers

While we’re confident in what our services can do for you, we understand that you don’t necessarily want to take our word for it.
Instead, hear what our customers have to say about us, our process and the results we have achieved for them:

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. 

I want this too

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