Retirement Solutions
Live with confidence, retire with ease.
Curated strategies suited to your goals and lifestyle.
Leverage your super and investments
Minimise tax owed
Retire happy
Leave a legacy
Worrying about money in retirement is the last thing anybody wants to do.
Rest assured that with careful planning you will be able to realise some, if not all of your financial goals. The key is preparing today for tomorrow.
Build toward an independent retirement with our no-fuss approach to retirement planning. We’ll give you the confidence you crave to live life on your own terms.
Planning for retirement can be confusing and overwhelming
Figuring out what plan is right for you and navigating the choppy waters of
legal responsibilities is not something you should have to worry about alone.
We’re here to stand by your side. Our professional team of experts knows their stuff,
and we create a safe space where we can grow together. When you reach your goals, we reach our goals.
It’s Personal
This is all about you, which is why we take the time to truly understand what retirement goals and plans you have in mind. We work with you to build your retirement strategy around your unique needs.
What You See Is What You Get
You’ve worked too hard not to have control of your money. With us, you can expect visibility, control and peace of mind.
We Help You Change Your Life
Say goodbye to missed opportunities, poor advice and worrying about what will happen when you stop working. Say hello to preparation, understanding and the retirement you plan for!
Helping you retire with peace of mind
Whether you’re staring down retirement or have already bitten the bullet,
we will help you mitigate risk, protect your wealth and unlock your dreams!
Structured Investments
Protect your capital and wealth in the long term with a clear and customised plan.
Government Benefits
Discover your eligibility for health and concession cards, as well as pension.
Aged Care
The right plan will make all the difference to your lifestyle and financial security. Allow us to build a thorough and personalised plan to suit your needs.
Retire with confidence, just like they did
Take back control
Give yourself the retirement you deserve. Get excited about the future!
Trust our accredited team of passionate advisors to unleash clarity on your financial goals before and as you retire.
Meet with us
In our free introductory call, your dedicated advisor will dig deep into the “why” behind your finances so that the “how” of your finances can be as unique as your dreams and aspirations.
Review a custom plan
Everything about your retirement preparation will be curated according to your lifestyle, goals and vision for the future. After approving your advisor’s carefully constructed plan, all that’s left is to…
Savour the good life
While enjoying precious time with family, travelling the globe, or writing your memoirs overlooking the ocean, we’ll meet to regularly review your retirement plan. Sit back and enjoy the life you've worked hard to secure!
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.
