Create the life you want and live on your own terms

Build your wealth through smart choices. Mitigate financial risks and protect your future.

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

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.

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. 

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.

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:

The Profile Team

We are a group of diverse people with lots of different backgrounds and we're here to help you.