Profile Financial Services - Mudgee

About

At Profile, the client comes first. We start with what you want – and we will also guide you on what we think you need. We are not trying to sell any financial product – our ‘product’ is advice that is in your best interests. The best way to find out if we can help, is to contact us for a confidential discussion of your needs. We can suggest a planner who we think has the best skills and experience match for you. From there, your planner works with you to understand your needs, goals and objectives and advise you on how best to achieve them. This initial meeting is between yourself and a Profile planner. (If you are married or in a long-term relationship, it is most effective if both partners can attend.) The aim is for you to find out more about Profile and your potential planner, and for us to form a good understanding of your situation and goals, to see if we think we could help. If we don’t think we can deliver a benefit to you that’s greater than our likely fees, we will let you know. If you wish, we may be able to refer you to another firm or service that might be a better fit. At this meeting we will provide you with our Financial Services Guide, an important legal document which outlines our services and how we are paid.