ABOUT US

About Profsee

An Integrated Solutions for Financial Advice

Profsee stands at the forefront of innovating financial solutions, fostering growth and sustainability in regulated markets.

Visionary Growth Ahead

Looking forward, Profsee is poised for transformative expansion.

Profsee brings together the strengths of Dacreed, Professional IQ College, and the Profsee advisory division to streamline adviser workflow and compliance into a single, unified national platform.

Automation delivers tangible benefits across the entire adviser network. Faster advice becomes possible through simplified processes, while lower cost‑to‑serve is achieved by reducing manual administration and duplicated effort. Built‑in compliance controls increase certainty and reduce regulatory risk, ensuring advisers stay aligned with industry standards. Ultimately, this combination leads to better client outcomes, with advice that is timely, consistent, and supported by robust oversight.

We are committed to significantly increasing our network of advisers in 2024, thereby broadening our client services in mortgages, risk insurance, general insurance, and investment advice.

Simultaneously, we aim to achieve a landmark in industry compliance, increasing market penetration in New Zealand with our Dacreed platform.

This will enhance our offerings in compliance training and create a stronger, safer financial environment.

OUR GOALS

Expand Network

We aim to grow our adviser base in 2024, enhancing the breadth and depth of financial advice available to our clients.

Elevate Compliance

Strive to increase compliance training market penetration in New Zealand, setting new benchmarks in regulatory excellence.

Drive Innovation

Focus on integrating cutting-edge technologies and expanding our international footprint to deliver superior financial solutions.

THE TEAM

Meet our Expert Team who are Shaping the Future

Dedicated professionals at Profsee are shaping the future of financial services with their deep industry knowledge and commitment to excellence. Profsee’s team is comprised of experienced executives, directors and advisers who have played key roles in:

Developing new markets in the financial advice, and similar, sectors
Rolling up fragmented sectors, both nationally and internationally
Creating operational efficiencies at scale by introducing technology led solutions
Exponentially increasing the value of solutions and services for end consumers
Managing multi-discipline teams across organizations with head counts in excess of 100 employees, plus multiple contractors
Directing and advising large professional and commercial teams, both nationally and internationally