What We Do 

Why Entrust Us With Your Future?

 

Trinity Private Wealth provides advice that is all about you. Your life is about a lot more than money. Your life is a unique, dynamic experience. Your values, needs, hopes and dreams are like no one else's. That is why we take the time to find out what is really important to you.

 

We will help you determine what matters most to you, what your vision is for your future and what it is about money that is important to you. You will receive personally tailored financial advice that is right for you, which sets you on the road to achieving your goals and dreams.

 

A Trinity Private Wealth Financial Planner is a personal coach for your money. We bring the right knowledge, expertise and guidance to identify and help you achieve your specific lifestyle and financial goals. It means you will also be partnered with a qualified professional who is committed to helping you realise your financial possibilities.

 

Our Unique Approach - Advice that is All About You

 

Our approach starts with gaining an understanding of the things you value - for example:

 

  • Having financial security

  • Having more certainty about the future

  • Maintaining a good lifestyle

  • Having enough money to be comfortable

  • Having peace of mind free from financial stress

  • Not having to worry about money

  • Being able to help the kids

  • Being able to afford to do the things you want when you want

  • Having more time to do the things you enjoy doing

 

Our clients value the quality of the questions we ask them to determine what is important for them to achieve in order to live their best life.

 

After many years of asking our clients what they really want in life, most tend to seek answers for the following:

 

  • 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?

 

And of course the biggest question of all...

 

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

 

The decisions that we assist you to make will be based on helping you achieve the outcomes that you personally value. We believe this is true financial planning.

 

At Trinity Private Wealth we believe you should invest in your goals and dreams first. This dictates the way we help you invest, protect and manage your money rather than the investments themselves taking the priority. It is about putting a process in place that will assist you to make smart decisions with your finances to achieve your most important objectives.

 

If you wish to explore our approach to financial planning, please contact us to book in your complimentary initial appointment.

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.