Reinventing financial advice

Profsee integrates expertise across advisory, compliance, and training, setting new standards for excellence and innovation.
OUR MISSION

To unify smaller financial advice providers into a large listed multi‑discipline advice provider.

Focus on marketing, streamlined AI assistance, and digital systems, will drive lead generation, significantly reduce compliance friction, and remove responsibility for mundane administrative tasks. Our promise, to provide advisers with space and time to focus on what really matters to their clients.

Explore our comprehensive services blending advisory, professional development, compliance, and qualifications for robust business growth.

Stay informed with updates on market announcements, governance, financials, and more, all tailored for a seamless investor experience.

Discover opportunities within Profsee’s network, whether you’re an adviser seeking a supportive home or a training partner looking to expand your reach.

OUR BUSINESSES

The businesses behind the solutions

[01]
Kingbird

Kingbird

Providing mortgages and finance solutions, alongside mentoring and accreditation for advisers.

[02]
Dacreed

Dacreed

Offering a comprehensive compliance assurance platform alongside ongoing compliance training and tracking.

[03]
Professional IQ

Professional IQ

Accredited NZQA and specialist training platform for professional development.

We are on a mission to become a leading global provider of services to businesses and consumers in regulated sectors. ​
WHY CHOOSE US

Creating long-term value from end to end.

Integrated Expertise

From training to compliance, we offer all-encompassing solutions support for Profsee’s team of advisers.

Technology-Driven

Harness cutting-edge platforms which streamline your compliance, education and tracking needs.

Future Potential

Profsee is positioned to reshape the financial advice sector in New Zealand.

RECENT NEWS

Trending insights to stay in the loop.

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CONTACT US

Feel Free To Reach Out If You Have Any Questions.