Profile Financial Services

"The" wealth managers

 for the dental industRY

Operating for over 20 years, we specialize in serving the wealth creation and protection needs of professionals and small business owners. Many of our clients are dentists and regular education seminars are staged on financial planning specifically for dentists. Phillip Win (Director and presenter) has worked in both boutique and institutionally-owned firms and has developed a sound understanding of small business clients through his work with the dental profession.

About our dental seminars: 

Educational classes in 2012- book ahead to avoid missing out!!

Current topics covered in our class

To reserve your seat or for further information call Aine Love on 02 9683 6422 or email to aine@profileservices.com.au

"Should you have a self managed Superfund?

As part of our dedication to the dental market, we run these educational seminars regularly to keep you informed on a variety of topics. We understand your time is precious so we offer a variety of dates to suit your needs. Workshops are held in various locations around Sydney

 

NEXT AVAILABLE DATE :

Wednesday, February 29th 6.30pm Oatlands Golf Club 


1.5 non-scientific CPD points

 

With tough investment markets over the last few years an increasing number of people have been considering establishing a SMSF to take control of their investments. While this can be a great strategy it is important that you understand your options, how to get the best out of your new structure and how to avoid the common pitfalls and misconceptions.

Topics for discussion include:

  • What are the different superannuation structures available?
  • What are the benefits of a SMSF and when do you need one?
  • What are some of the issues and costs around having a SMSF

Your business success

  • Buying and selling a practice, and corporate buyouts
  • Business succession planning
  • Essential business risk insurance cover

What previous seminar attendees have said:

"I found the evening useful and informative and would definitely recommend other colleagues in the industry to attend future presentations" Dr Salwa Shehada

"I would recommend this event to others as a very good overall introduction to Financial Planning" Dr Leonard Leung

Downloads                               

Click below to view articles published in the Australasian dental practice magazine:

Insanity >> View                                                       Plugging_the_leaky_bucket >> view         

The_two_certainties_of_life >> view                 Longevity_Risk >> view

If_I_could_turn_back_time >> view                   Are_you_getting_what_you_pay_for >> view

Budgeting_for_busy_people >> view                Compare_the_Pair >> view

“Just like dentistry, the best and cheapest financial planning is when the right thing is done extremely well the first time and it lasts.”