Profile Financial Services

Seminars

We conduct seminars on a regular basis. Below is a list of some of the topics that we have presented in the past. If you wish to attend one of our seminars, or have a query that we can assist you with, please contact us

  • Cash-Flow Planning

  • You must plan to get to wherever you want to go

  • Marketing

  • Insurance

  • Superannuation for Dentists and Staff – how much to pay and when

  • Self-Managed versus Professionally-Managed Super Funds

  • Superannuation – Is It Worth the Risk?
  • Managing Your Self-Managed Super Fund

  • Tax-Effective Investment

  • Life after the Practice – issues to consider

  • Planning Does Not Stop When you Stop Working

  • Structure and Strategy – the key to success

  • How to Fund your Children’s Education Expenses

Downloads

Some of our past seminar notes are available for download online.

Putting the puzzle back together By Profile Financial Services. Pt.1 (1.02 MB)

Economic & Market Perspectives by Schroders. Pt.2 (771.00 KB)