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Plan and Restructure your finances

Make more happen with your money.

Innovative financial planning and restructuring for a better future.

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Strategies to build and maintain your wealth

Structure your finances to reach your goals

Restructure your debt for optimal results

Configure your finances during divorce

Manage your money and make magic happen

With financial structures that condense, distribute, pass down and protect your wealth.

Plan to prosper with custom strategies that structure your assets to guarantee the best outcome based on your goals.

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Plan for the life of your dreams

Structure your financial portfolio to accomplish your goals. We have your best interests at heart and can collaborate with lawyers and accountants to action solutions that safeguard your assets.

Structure for success

Build frameworks that preserve your wealth in trusts, create self-managed super funds (SMSFs), and structure personal holdings alongside an extremely experienced team that knows how to make sense of the mess with financial structures to suit any need.

Arrange your affairs

We add value to any other restructuring process, including restructuring that results from debt, divorce, inheritance, disputes, claim, and more.

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We simplified their lives, and now it’s your turn

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. 

Meet our team today

Plan and restructure with ease

Life is all about change. Prepare to pass an inheritance to your children, get rid of debt, or maximise your assets with financial structures that make sense.

Plan

Get in touch, and let’s kick off by discussing your goals and situation. Building a custom framework that suits your current challenges and opportunities is key to doing more with your money.

Restructure

Once your goals are understood, we will restructure your finances to effectively help you live out your purpose and plan. Your financial structures can be designed free of hassle, allowing you to focus on enjoying your life.

Weather all storms

With us, you can plan to approach life’s challenges with a sense of ease and self-assurance. We will always be here to advise and counsel you ‒ whether during a business partnership dispute, problems surrounding a will and more.

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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