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Our Process

Our Action Plan For You 


The Trinity Private Wealth financial planning process for getting you where you want to be is specifically designed to make it as easy as possible to reach your goals and objectives.


As part of our advice process, we outline what you have to do, when to do it, why you should do it and how to do it, so that the only thing you have to do is take action. Everything else is laid out for you and managed for you every year, ensuring you remain on track year in year out to achieve what is important to you.


Step 1: Understanding You


We have thought about what we would want if we were seeking advice. We believe that having someone who we trust and who understands us well enough to know the outcomes we are looking for is of the utmost importance. We will take the time to get to know you well enough to be confident that our advice to you will hit the mark.


Step 2: Prioritising Your Goals


We will help you to plan out the things in life that are important to you. This could be around your plans for retirement - the ideal income, how much you can afford to spend on spoiling yourself after a long career, or, if you are at an earlier stage in life, it could be as focused as having an education fund that will be ideal for your children's future.


Step 3: Developing Your Plan Together


The role we play in developing your financial plan is a collaborative one. We believe in providing choice, options and flexibility when helping you to achieve the outcomes that are important to you. We will work together with you, helping you to make smart decisions based on our guidance and expertise.


Step 4: Putting Your Plan Into Action


We all know that an exercise program without the exercise will not make you fit. Likewise, it is putting your plan into action that will produce the results. We will provide you with a step by step action plan and manage all the paperwork and coordination of other professionals to make sure you benefit from your fully implemented financial plan.


Step 5: Measuring Your Progress


Because your circumstances will change over time, as will Government legislation and investment markets, we will meet with you for regular reviews to make sure your plan remains appropriate. We will measure the progress you are making towards achieving your goals, giving you the comfort of knowing you are on track.

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