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Build your wealth while building your career

Make better decisions today so that you can live the life

of your and your family’s dreams tomorrow.

Chat with an adviser today

Helping you achieve your goals

As a young professional, you’ve worked hard to get where you are today. 

Now is the time to secure and grow the wealth you’ve begun to create to ensure your family has access to the best opportunities. Trusting an experienced financial team who have your best interests at heart is the only way to mitigate risk and plan with purpose.

  • Coordinate your cash flow
  • Save for a home or investment property
  • Build a backup plan including cash reserves
  • Manage your debt
  • Expand your asset portfolio
  • Minimise your tax obligations
Get started today

Leverage time

Our knowledgeable team will help you make the most of your biggest resource ‒ time ‒ to compound your wealth for retirement, education savings, your dream home, investments, or your passive income goals.

We get that everyone has unique priorities, and we will work with you to create a personalised strategy that will help you and your loved ones achieve long-term success.   

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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 and your loved ones to live the good life today and every day.

Your goals are our priority, and we’re committed to giving you tailored advice that will give you the life of your dreams.

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 hard and fast to ensure that we make your dreams a reality.
Reach out today

Build your wealth and be excited for the future

The busyness of family 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

Once we implement the plan, all you need to do is sit back and enjoy the benefits! We will schedule ongoing reviews to ensure you’re on track to achieving your financial goals while you continue to enjoy your life to the fullest.

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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