Who is Trinity Private Wealth?
Trinity Private Wealth is a specialist financial advisory practice that provides personalised comprehensive financial planning advice to our clients. We utilise a holistic approach to our advice, which covers areas such as investment planning, superannuation planning, taxation planning, insurance planning, cashflow and budgeting, debt management, retirement planning and estate planning.
With an experienced team lead by multiple award-winning Certified Financial Planner, Nektar Karkotis, our mission is to help clients attain financial freedom to live their best lives. Strategically developed and reviewed, our financial advice is tailored to help clients make smart decisions with their money.
Our structured process helps you build, protect and preserve your wealth in line with your values and beliefs through practical, individualised and easy to understand advice.
Our ongoing partnership program provides you with continued support to ensure that as life changes, you continue to stay on track to achieve what is important to you.
Our financial advice is uniquely designed to integrate with your values and beliefs ensuring you are at the centre of your financial plan to live your best life.
Why Partner With Us?
Financial matters can be complex and complicated, but they do not have to be. At Trinity Private Wealth, our aim is to keep things simple for you by providing personalised comprehensive financial advice that is clear and comprehendible, thereby empowering you to take control of your own financial future.
In partnering with you, our commitment is to get to know you, helping you indentify your unique individual goals, then working with you to strategically plan for your journey ahead.
As circumstances change, we will proactively manage your financial solutions and conduct regular reviews with you to stay attuned with your ongoing requirements and ensure that we continue to provide you with personal, relevant and beneficial advice which is all about you.
Delivering on our promises is central to our ethos and integral to the execution of your financial plan. We achieve this for you by using robust and streamlined internal processes managed by our in-house team, as well as engaging external specialists for further insight and expertise in their fields where appropriate (in areas such as taxation, law, investment management and research).