Our Promise
Profile’s Service Guarantee!
Profile Financial Services is proud of the quality of advice and services it provides. Our company subscribes to the view that the principles and standards for industry best practice represent only the minimum acceptable standards for our practice.
We are committed to making ‘best’ – ‘better’.
Client Service Guarantee
We are serious about client satisfaction and therefore guarantee:
Service Quality | Capability | |
| Professional advice and personal service. Unquestionable integrity within our practice and our dealings with you. To review your financial position with you regularly in accordance with the agreed review service. Be genuinely objective and only recommend strategies appropriate to your situation. To only ever be a phone call away. Provide full disclosure in writing of all fees and charges. To maintain a no-surprises policy. To abide by the Financial Planning Association’s Code of Ethics for the industry. | To be proactive and work with you to understand and help define your financial and lifestyle goals. To tailor strategies to your risk profile so that you always feel confident. To structure your investments tax effectively. To look after your investments long after they have been placed. To keep you informed as to what is happening with your investments and the market. To be flexible enough to change with your circumstances. To abide by all relevant taxation and legal guidelines and the legislation. To conduct ongoing research and development on your behalf that adds value to your particular financial circumstances. |