Our Clients
Who do we work best with?
Profile works particularly effectively with ‘self made people’ (typically past and present business owners and executives). Self made people often prefer to retain control of their affairs and at the same time value quality advice in shaping their financial decisions.
Our clients:
- understand and value trusted advice
- seek and value a sounding board before making major financial decisions
- are committed to a partnership
- appreciate regular communication
- agree with our fundamentals of fee-based, strategic advice driven approach
The synergistic fit between their requirements and the Profile Partnering System is perfect!
Testimonials
Here’s what our clients have to say:
- "As a longstanding client of Profile Financial Services, I would to express my thanks to you and your team for the professional advice that I have received over the past twenty five years.
Profile has always given me quality advice and have always been willing to go the “extra mile” with time and advice on all my financial planning matters. When I read of the changes that some advisers are charging, I count my blessings that I am with Profile. I believe that I receive great value for my money."
Trevor Tattersall
- "For more than six years Phillip Win has assisted members of our family with financial planning and associated matters. We hold Phillip in high regard for the standard of his service to us. Phillip is always accessible and approachable: he is prompt and efficient in all our dealings; he appears careful in offering advice and explains implications.
Importantly for us, Phillip is patient and thorough-he is prepared to explain and clarify and has been successful in encouraging younger members of our family to begin their own financial planning. We have built trust with Phillip; we appreciate his honesty, his integrity, his professionalism and his sense of fun. Phillip’s personality, as well as his competence and interest in his work, make him a planner whom we are confident to recommend."
Jane Smyth
- "Profile are a truly independent financial planning firm, who provide unbiased advice focused on the best interests of their clients.
They possess great integrity, expertise and professionalism. "
Margaret Antunes - Principal of Antunes Lawyers and Advocates
- One of the overriding advantages of dealing with Profile, particularly when compared with the large corporations, is the “personal service” provided. It is a one-on-one service. Your adviser is always available and every question, large or small, is promptly dealt with in full detail. Nothing is ever too much trouble.
John Wilmott
- Profile focus on providing a transparent, honest assessment of risks, opportunities and financial planning counsel. It is an “intimate” highly personal professional service – where the “radar-screen” is on 365/ yr, and skills, resources, experience and expertise are provided through internal and external staff resources. A very solid practice which provides a pro-active strong partnership with clients.
Dorset Sutton
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