Private Clients
Someone who genuinely knows your situation.
Complex finances need more than an annual tax return. You need an adviser who stays close, thinks ahead, and is there when it matters.
We work with a small number of private clients so we can give each one the attention they deserve. Profiniti is director-led. The person you speak to first is the same person who reviews your structure, plans your tax position, and picks up when something comes up. We take the time to understand your full picture, from your personal position to your business, property and superannuation, so our advice supports where you are now and where you are headed.
Let's Get Started
Let's have a conversation
Book a free 15-minute call. No obligation, no jargon. Just a straight conversation about where you are and how we can help.
How we help
Our private client services
Structure and Entity Advice
We make sure you are in the right entity before you buy, invest, or restructure.
Tax Planning and Minimisation
Proactive, year-round advice so you are never surprised at return time.
Director Loan and Div 7A Planning
We review your exposure, put compliant structures in place, and plan ahead.
Tax-Effective Business Wealth Planning
We help you access value from your business tax-effectively, with your personal goals and long-term plans in mind.
Property Investment Advisory
Structure, tax, and strategy before you commit to a purchase.
SMSF Setup and Management
Fund setup, annual compliance, audit coordination, and investment strategy.
Succession and Estate Planning
Planning how wealth passes between generations, with your solicitor and adviser team working together.
Annual Compliance and Returns
Director-led preparation and review of tax returns and BAS for individuals, trusts and companies.
Contact Us
Let us talk about where you are headed.
Whether you are just starting out or running a complex operation, we would love to understand your situation and explore how we can help.
We reply within one business day.
Chifley Tower, 2 Chifley Square
Sydney NSW 2000 View on Google Maps
Sydney NSW 2000 View on Google Maps
Suite 71, Ground Floor
135–153 New South Head Road
Edgecliff NSW 2027 View on Google Maps
135–153 New South Head Road
Edgecliff NSW 2027 View on Google Maps
Profiniti Services, Registered Tax Agent Number: 24632973, ABN: 50 163 159 537
The information on this website is general in nature and does not constitute personal tax, financial or legal advice. It has been prepared without taking into account your individual objectives, financial situation or needs. Before acting on any information on this website, you should consider whether it is appropriate for your circumstances and seek advice from a qualified professional.