PROFINANCIAL
Built by Advisers, for Advisers.
Build an outstanding advice practice without the burden of complex compliance. Profinancial offers a true partnership, providing the expert guidance, modern tools, and straightforward pricing you need to focus on what matters most: your clients.
One transparent flat fee. No asset-based charges. Ever.
A Partnership Designed for Your Success
Compliance Confidence
Our partnership is built on proactive support, not guesswork. We provide hands-on training and an expert review of every Statement of Advice before it reaches your client. This isn’t just about ticking boxes; it’s a dedicated safety net that gives you the confidence to act decisively and solve problems before they happen.
Work Smarter, Not Harder
Forget complex software. As part of your partnership, you get complimentary access to our cloud-based advice tool. It’s designed by advisers to be intuitive and efficient, allowing you to create a fully compliant Statement of Advice in as little as 15 minutes, freeing you up to spend more time with clients.
Grow Without Giving It Away
Your success is yours to keep. We charge one simple, flat annual fee, giving you complete certainty over your cash flow. We never take a percentage of your revenue, so as your practice grows, your bottom line grows with it.
Let’s chat…
One of our team members at Profinancial will be more than happy to answer all of your questions and assist you in your journey to becoming one of our authorised representatives.