Profile Financial Services

Stephen and Karen Moore 5 months ago

I have been a client of Profile Financial Services for 28 years. We have found their advice sound, and tailored to our goals and needs. They have handled our financial matters with care. Along the way, they have also offered information sessions on a variety of topics, which have increased our financial understanding, topics including investment approaches, estate planning, aged care changes and impacts and Artificial Inteligence just to name a few. We have always found our planners approachable and professional. We have recommended them to family and friends, a number of whom became clients.

Angie Suthers a year ago

Working with Profile Financial Services has been one of the most grounding and supportive experiences of our lives—especially during a time when everything felt uncertain. We walked through a complex and emotionally charged claims process, and in our most vulnerable moments, Erica was there—holding space with compassion, guiding us with clarity, and delivering with the kind of precision and professionalism that only comes from someone deeply committed to her work. We didn’t just feel like clients—we felt genuinely cared for. Chris brought calm, thoughtful oversight to our insurance portfolio. His steady presence and clear advice gave us confidence that the important details were being handled, even when we were too overwhelmed to hold them ourselves. If you’re navigating a season where you need to know you are held, guided, and supported—this is the team you want beside you. Erica and Chris are not just exceptional at what they do—they’re human, heart-led, and wholeheartedly invested in your outcome.

chitra chahal 2 years ago

I have been with profile for about 15 years and am happy to say that I am very happy with their service and care. Their understanding of my financial needs and their guidance to make me feel secure has been invaluable. Thank you Profile

Col Dunn 2 years ago

I have been a client of Profile since 2006 and appreciate their independent financial advise. I have had Kurt Ohlsen as my financial planner for about 15 years and have found him to be a knowledgeable and trustworthy advisor.

Vincent Chong 2 years ago

Great, social and civic conscious financial planning and expert advice company! Had been with Profile over 5 years and they have been helping and guiding us through the good and difficult economic times and we are very satisfied with their performance.