Advice We Specialise In

 

We pride ourselves on our award winning technical knowledge and expertise in the following areas:

 

  • Holistic Financial Planning

  • Budgeting and Cashflow Management

  • Debt Management and Structuring

  • Investment Planning and Wealth Management

  • Superannuation Strategies including Self Managed Super Funds

  • Taxation Planning

  • Risk Management and Wealth Protection

  • Retirement Planning

  • Centrelink Planning

  • Estate Planning

 

Our Service Offering

 

We provide the following services to help you attain and maintain financial success:

 

Values Discussion

 

  • Helping you determine what is truely important to you in life

  • Understanding you, your unique strengths, abilities and drivers

 

Goal Setting

 

  • Working with you to develop specific, measurable and achievable financial goals

  • Reviewing your existing personal goals to make sure you are heading in the right direction

 

Analysis of Current Circumstances

 

  • Reviewing your existing financial situation to see where you currently stand

  • Outlining the opportunities and threats unique to your circumstances and objectives

 

Preparation of Strategic Advice

 

  • Reviewing and guiding you in managing and improving your cash flows

  • Determining debt reduction strategies to pay off your loans faster and minimise interest and costs

  • Considering personal investing and wealth creation beyond your current levels, helping you create a legacy as well as capital growth and a passive income

  • Showing you structuring strategies that will save you tax and protect your assets

  • Providing risk management strategies to protect your family, lifestyle and future earning capacity

  • Reviewing and managing your superannuation strategy for retirement

  • Finding out what retirement really means to you and develop a plan to help you get there successfully

  • Exploring your family circusmtances and help build an estate plan to preserve your legacy in accordance with your wishes

 

Implementation of Advice

 

  • Helping you implement the advice by liaising with the various third parties, institutions and product providers required to achieve your identified goals, saving you time, effort and hassle 

 

Review of Advice

 

  • Providing ongoing mentoring and wealth management to keep you on track year in year out as investment markets, legislation and your personal goals and circumstances change over time

Our Services
 

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.