Financial Planning Services

Our Belief:

At Trinity Private Wealth, we believe well thought out financial planning allows people to live happier and healthier lives, free to focus on the things that are more important to them than money. 

What We Do:

We give our clients the confidence to make the key life decisions that will shape theirs and their family’s future.

Who Our Clients Are:

Our clients are typically time poor professionals in the oil/gas, mining, medical and legal industry or those who are transitioning to the retirement stage of their life. 

What Questions We Answer For Them:

  • What actions do I need to take to allow me to live the life I want?

  • How much do I need to earn, save or invest to make sure my family never runs out of money?

  • How much money do I need in order to do the things I want to do, before I’m too old to enjoy the results of all my hard work?

  • When can I stop doing what I no longer enjoy and start doing the things I am passionate about?

  • What do I need to do to ensure my family has peace of mind, even when unforeseen events happen? 

  • How much money is enough for me to be happy and to do the things I want?

What Our Structured Process Involves:

1.Personalised Service

  • Our clients are our most important asset - we take the time to deeply understand them and we will act in their best interests at all times.

2. Excellent Strategic and Product Knowledge

  • Our strategic knowledge is multiple award winning

3. A Keeping it Simple Approach

  • We educate our clients in terms they understand and do not do anything without confirming their understanding first

4. A Pro-Active Attitude

  • We keep you informed of opportunities and threats to your financial well being

What Clients Say About Us:

“I see Nektar as a financial confidante when I need to make financial decisions for my family. Although I understand financial matters, being extremely busy with my patients and my family, I can’t always dedicate appropriate time to fully research and understand the options available. Nektar takes that off the table for me and narrows down the one or two best options to make my decision making very easy.”

Dr J. Teoh (Cardiologist)


 

“Nektar, Camille and the team at Trinity Private Wealth have greatly assisted in maximising our position to ensure my family’s financial future is in safe hands.”

Dr K. So (Gastroenterologist)


 

“Nektar answers my queries quickly and tells me bluntly what I need to do and what to stay away from as he understands what’s important to me and my family.”

Dr S. Lee (Pediatrician)


 

“We always enjoy our time spent at your office Nektar. Not something I say often when it comes to financial, insurance and taxation type stuff!”

D. Kennedy (Senior Electrical Engineer) 

What Services We Offer:

Wealth Creation:

  • Goals Planning

  • Cashflow and Budgeting

  • Debt Management

  • Savings / Investment Portfolios

  • Superannuation

  • Retirement Planning

  • Tax Planning / Structuring

  • Centrelink Planning

  • Aged Care 

Wealth Protection:

  • Personal Life Insurance Protection

  • Business Life Insurance Protection

  • Business Buy/Sell Structuring

Wealth Preservation:

  • Wills and Estate Planning

Lending:

  • Mortgage Broking

Address: Foyer B, Level 1, Suite 7B, 151 Herdsman Parade, Wembley, WA, 6014  |  Telephone: 08 6424 8070

 Email: info@trinityprivatewealth.com.au  |  Website: www.trinityprivatewealth.com.au

Important Information

 

Karkotis Family Pty Limited, ABN 69 603 542 702, trading as Trinity Private Wealth is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licensee and Australian Credit Licensee 232706. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. © Copyright 2014 Trinity Private Wealth.