We are a boutique firm of financial and investment strategists, with a long history of helping our clients develop and act on plans to achieve their financial goals - giving them peace of mind and confidence in the future. We are 100% owned by staff, with no ownership or licensing ties to any other financial institution, so we have complete control over our offering to you.
Our financial planners are experienced and highly qualified, and have recently been independently recognised as among the most trusted advisers in Australia. Our clients come from all walks of life. We advise young people just starting out, small business owners, professionals and senior executives, and retirees.
Our financial planners are experienced and highly qualified, and have recently been independently recognised as among the most trusted advisers in Australia. Our clients come from all walks of life. We advise young people just starting out, small business owners, professionals and senior executives, and retirees.
Services
At Profile, the client comes first. We start with what you want - and we will also guide you on what we think you need. We are not trying to sell any financial product - our 'product' is advice that is in your best interests. We don't "believe", we research, and when the facts change - so will our advice to you.
Here you can access information on our upcoming client events. These events are tailored to our existing clients' interests and needs. However, if you are not currently a client and have an interest in an upcoming topic, please email us and we will contact you to discuss further. Here you can access information on our past client events.
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