Gain peace of mind when it comes to money
As a retiree, you’ve moved from relying on your monthly
salary to relying on the strength and health of your investments.
Allow us to guide you on this journey by planning:
Your unique retirement goals
Structuring and managing your investments
Leaving a legacy for your loved ones
Plan to enjoy your retirement.
Don’t leave the best years of your life to chance or luck.
Make more time to savour your retirement.
We’re different and we can prove it
At Profile Financial Services, we help you balance your desire to live the most
comfortable life your retirement funds can buy with your need to make the funds last.
Our dedicated team will work with you to build a solid foundation for your financial independence and empowerment.
The retirement of your dreams
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.
Honesty and integrity
The honesty, integrity and professionalism exhibited by Profile makes for confident investors.
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.
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.
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.
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.