It all began with our firm belief that the first step in any financial planning should be to assess what you currently have. However, during our trip, we discovered that many of our customers were looking for something like this.

Introducing PROfiler: A secure cloud-based platform that helps you organise your entire insurance portfolio, thus allowing you to review all aspects of your portfolio in one place from the comfort of your home.

At PROfiler we ensure that your life goals are met through proper financial planning using a suite of solutions, and that your assets are properly distributed through the use of Will and Trust!

In PROfiler, we Plan for you, Review for you, and Optimise for you.