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.
How we help
Our private client services
We make sure you are in the right entity before you buy, invest, or restructure.
Proactive, year-round advice so you are never surprised at return time.
We review your exposure, put compliant structures in place, and plan ahead.
We help you access value from your business tax-effectively, with your personal goals and long-term plans in mind.
Structure, tax, and strategy before you commit to a purchase.
Fund setup, annual compliance, audit coordination, and investment strategy.
Planning how wealth passes between generations, with your solicitor and adviser team working together.
Director-led preparation and review of tax returns and BAS for individuals, trusts and companies.
Who we work with
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Business owners building personal wealth
Business owners looking to access value from their business tax-effectively
Managing director loans or Div 7A exposure
Buying property alongside the business
Planning for exit or succession
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Medical Professionals
Buying into or setting up a practice
Navigating PSI and practice income
Building an investment portfolio
Planning long-term beyond medicine
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Private clients managing both personal and business interests
Managing multiple entities and investments
Wanting advice that connects tax, business, property and long-term goals
Complex lending or private banking needs
Consolidated group reporting
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Families thinking ahead
Managing family trust distributions
Transferring wealth to the next generation
Coordinating advice across family members
Helping younger members start right
The Profiniti difference
A firm that knows your business.
And your goals.
Great advice starts with genuinely understanding you. Here is how we work.
Thoughtful support for
what comes next.
Whether you are building, growing, restructuring, or managing complexity, we are here to help you move forward with clarity, confidence, and the right support around you.
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.
We reply within one business day.
Chifley Tower, 2 Chifley Square
Sydney NSW 2000
Suite 71, Ground Floor
135–153 New South Head Road
Edgecliff NSW 2027
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.