Measureable Value
Adding genuine value to your situation is a fundamental part of our charter and we believe it is the right of every client with whom we work – regardless of size or complexity.
The team at Profile is fully committed to making sure that we make a measurable difference (more dollars in than out) to our clients’ individual circumstances.
Because we are focussed on a real value-added proposition and use a transparent fee structure, our clients are able to easily evaluate the value proposition. This is often difficult to do in service based industries and professions.
A recent survey by ASIC and the ACA stated that the financial planning processes of many of the dealer groups appeared to be no more than a thinly veiled sales process aimed at selling products!
| Profile believes that the ‘value’ added by true financial planning is driven by good advice and effective strategies, rather than the products or investments used to implement those strategies. |