Goals based financial advice tailored for you

Live the life you want, with confidence

Set your goals

Build and protect wealth

Enjoy your life

Leave a legacy

Worrying about money
is the last thing anybody wants to do

At Profile Financial Services, we know how frustrating it can be to work hard for your money without making any progress financially.

Feeling in control of your finances, growing your wealth, and achieving financial freedom shouldn’t be stressful. In fact, at Profile Financial Services, we go out of our way to make the entire financial planning process as simple and headache-free as possible so you can focus on building and enjoying a life you love.

Helping you achieve your goals

Profile Financial Services works with people of all backgrounds to help you achieve your goals with a wide range of services.

Generate Wealth

Put your money to work for you so you can go from living week to week to living a lifestyle you love.

Mitigate Personal Risk

Protect your income with a back-up plan for life’s unexpected challenges.

Rethinking Retirement

Plan ahead so you can live a stress-free future on your own terms.

Care for the Next Generation

Secure your family’s financial future by leaving a loving legacy.

Unlike any other

After 36 years in business, we understand you’re looking for more than just an investor ‒ you want a trusted adviser to guide you through life’s ups and downs.

At Profile Financial Services, we’re more than just another investment company.

We’re a boutique goals-based financial advice firm that puts people first. When you hit your goals, we hit our goals.

We can help you achieve your dreams through uniquely designed, objective-focused financial solutions.

Unlike any other

After 36 years in business, we understand you’re looking for more than just an investor ‒ you want a trusted adviser to guide you through life’s ups and downs.

At Profile Financial Services, we’re more than just another investment company.

We’re a boutique goals-based financial advice firm that puts people first. When you hit your goals, we hit our goals.

We can help you achieve your dreams through uniquely designed, objective-focused financial solutions.

What’s different about us

You're Our First Priority

To be at our best for you, we have to ask the right questions to understand who you are, what you want and how we can help you get it, using our technical excellence.

We Get Things Done

When we make a promise to you, we’ll keep it. Our team is always hard at work to ensure we deliver on what we promise and do so quickly.

We Care

We care for our clients, each other, and our industry. Good advice at the right time changes lives. With mutual respect and a great attitude, amazing things can be achieved.

We're Real

We aren’t interested in putting on a front to impress. We come to work as our true, authentic selves. We will tell you what you need to hear to give you the best path to achieving your goals and financial freedom.

Hear about what we do
straight from our customers

We know you’ll enjoy working with us because:

  • We're down to earth
  • We'll treat you like family
  • We've got over 36 years' experience

And while we’re confident in what our services can do for you, we understand that you don’t necessarily want to take our word for it.

Instead, hear what our customers have to say about us, our process and the results we’ve achieved for them.

“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 W. 

“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.”

Rodney C.

“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.”

Steven W. 

Live the life you want, with confidence. 

Ready to take the first step on your journey toward financial freedom?
With Profile Financial Services, the process couldn’t be simpler!

Get In Touch

Schedule an introduction meeting with one of our Profile advisers.

This meeting is confidential, and we bear the cost of the initial consultation to help us learn more about you and your financial goals.

Create a Unique Plan

We’ll dive deep into your needs and preferences to create a plan tailored to your circumstances.

After some research, your financial adviser will present your advice for your approval.

Enjoy an Extraordinary Life

Once we implement the plan, all you need to do is sit back and enjoy the benefits! We will schedule ongoing reviews to to help you stay on track to achieving your financial goals while you continue to enjoy your life to the fullest.

Learn More

Stay up to date with our blog, written by our team of knowledgeable and experienced experts.

Profile Financial Services’ memberships & awards

We are proud of the hard work we put in and the difference we make in our clients’ lives.

Take a look at some of our memberships and awards below.