What They Say
Trevor Tattersall
"Thank you , Garry , and thank you to your staff, for looking after our financial position so well and so faithfully, and also for becoming our friends. Well done to you all.
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 charges that some advisers are charging, I count my blessings that I am with Profile. I believe that I receive great value for my money.
I acknowledge that I have a relatively small portfolio, but thanks to your handling of that portfolio, it has enabled me to retire early and to enter retirement with a strong confidence that there will be sufficient funds available to meet the needs of Eve and myself.
I thank you for the information seminars that Profile organizes on a regular basis, these do help in keeping me informed on various financial aspects that further assist me in financial decisions that need to be made from time to time."
Jane Smyth
"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."
Margaret Antunes - Principal of Antunes Lawyers and Advocates
"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. "
Kingsley Dunn
After 25 years seeking expert financial advice finally before it’s too late, I have found it with Garry, Phillip and Tim at Profile. 100% satisfied.
Lenore Preshaw
The personalized service is very special. Advice, updates and seminars help us understand our investment portfolio.
John Wilmott
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.
Stephen Wilton
Tough times last year finally convinced me why we have our super/ pension with Profile. I am still of that view. I can still afford to go fishing and run my hobby car.
Arthur Bullen
Always available and confident in their decisions on my assets. They do not hassle me. Keep me informed on matters concerning my investments.
Rodney Cooper
Profile has always acted in my best interests and provided timely advice. I have been with Profile since 1992 and have no hesitation in recommending their services.
Judith Trewin
The cautious and balanced approach to investing gives confidence in the continuing stability and profitability of our investments. Profile analyzes trends and advises adjustments when needed. The integrity, competence and enthusiasm of Garry, Phillip and staff inspire trust.
Graeme Rohan
The honesty, integrity and professionalism exhibited by Profile makes for confident investors.
Dorset Sutton
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.
Nel Lange
I appreciate that Profile is independent. I found Profile very helpful in advising investments for my retirement and am very happy with Profile managing my investments. Communications with Profile are easy at all times, I found management and staff very professional.
Weiyun Yu
Confidence and dependability sums up profile.