Our Long Term Client Relationships

These clients have agreed to share their story. Everyone's situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what's right for you.

 

 

"We would not hesitate in recommending Nektar and his team to other families who wish to make smart decisions with their money. He has helped us get on track towards building a great future for our family and has provided us with piece of mind that our retirement plans are on the right course."

 

S. Gildea and T. Ainsworth (Oil and Gas Industry)

 

 

"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)

 

 

"After trusting another organisation which did not have my best interests, I thought it would be difficult to plan my future with confidence. Nektar makes sure I understand exactly what is going on with my finances and he keeps me regularly informed with updates on how my investments are going."

 

R.Pavlinovich (Underground Mining)

 

 

"Nektar, we wanted to extend our heartfelt thanks for directing Calvin and I in the right direction for getting our dreams in an achievable house. Without your help we would have spent far too much and not been able to still afford our wedding and honeymoon."

 

M.Zwartkruis and C.Rangi (Mining Industry)

 

 

"Nektar and his team ensure my retirement nest egg and lifestyle are protected and maximised using strategies that I understand and am comfortable with."

 

L. Reymond (Mining Executive)

 

 

"Nektar and his team provide us with confidence and clarity that we are on track to achieve our retirement plans and are working towards a secure future. We would also like to thank him for insisting Claire lodge an insurance claim on an old policy we had for a serious illness she suffered 3 years ago which we thought was too late to do anything about. We were in shock when we found out we would be receiving a six figure payout which has assisted greatly not only from a financial but an emotional point of view."

 

S and C Gudgin (Transport Executive)

 

 

"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."

 

J. Teoh (Cardiologist)

 

 

"Trinity Private Wealth provide direction in my financial affairs and have been instrumental in ensuring I have sufficient income to sustain my living requirements whilst I am away from work fixing an old injury."

 

M. Chapman (Mining Industry)

Our Most Valued Asset
What Our Clients Say About Us

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.