Do you feel like you can never get ahead financially? Are you living paycheck to pay check and worried about when the next bill is arriving? Or, are you trying to save money for a house or car but you just seem to be spending more and can’t figure out where it’s going?

Life doesn’t have to be this way. At Profolio, our skilled and professional Financial Planners, located in Albury NSW, are here to help and guide you to financial freedom. By consulting with our financial advisors you receive quality advice which can set you up on the right path to take control of your finances instead of letting them control you. What our financial consultants can teach you can benefit you for not just today, but a lifetime.

Our professional financial planning services in Albury Wodonga will listen to your needs and draw up a plan to help you meet your goals. There is nothing more satisfying than seeing your plans come to fruition, especially when you have tried for so many years to save money or meet some other kind of financial goal.

School and university prepare you to earn money, but not to save or invest it wisely. If you feel like there is a hole in your pocket then it is time to change things by consulting our financial adviser in Albury. Whether you are young or older, financial planning by our Albury professionals will help you make the most of your income and your assets. Call us today to find out how we can help you.

For information on Property Investment please see here.

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You can work with one of our specialised Advisers to discover your goals, where you are now, and look at options to help you attain financial success. You’ll love the results!

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Why a Financial Planner can help you

If you could achieve your financial goals by simply putting money away in the bank, you wouldn’t need a financial planner. Unfortunately, life is a little more complex – it’s hard to understand the intricacies of investment, taxation and ever-changing regulations, so you need professional help. Financial Planning is a lot like Personal Training but for your finances rather than your body. As your Financial Adviser we will help you work out where you want to be, set goals, and put a plan in place for you to achieve them.

A professional financial planner will help you reach your goals; even if retirement, or purchasing 10 properties, or having a family may seem a lifetime away, whatever the goal, the sooner you start planning the more likelihood you’ll have to achieve financial independence and peace of mind. We have the expertise and ethical standards to ensure your finances are in safe hands.

Similar to an athlete who works with a coach to improve their performance and reach their potential, you will form an ongoing relationship with us as your financial planners, it is not set and forget. The value of financial planning goes beyond dollars and cents – it can simplify your life and give you a sense of security and peace of mind about your current and future financial position.


What we can help with

  • Superannuation
  • Investments- Shares, Property, Managed Funds
  • Estate Planning, Planning for your legacy
  • Succession Planning
  • Self Managed Super Funds
  • Wealth Creation
  • Budgeting
  • Debt Management
  • Savings Plans