Helping STEM & Allied Health Professionals make financial progress without putting life on hold.

The pieces are all there. But are they working together?

  • Successful career with a solid income

  • Home in a sought after area

  • Thinking about the future

On the money front, you've done the research and you understand the concepts. But, you're busy and need help with the mechanics.

We help you turn that knowledge into action. At Trinity Advice, we apply lateral and strategic thinking to your finances so you stay ahead of the curve.

A minimalist chess pawn icon representing clarity and foundational steps in strategic financial planning.

Clarity

Know exactly what you're working towards, with a systematic plan to refine your financial decisions.

A chess knight icon representing strategic thinking and financial growth opportunities through expert planning.

Growth

Make your high income count by minimising tax, reducing your home loan faster and building wealth on autopilot.

A chess rook (castle) icon symbolising strength, strategic options, and informed financial choices.

Choice

Know precisely when work becomes optional. Choose when to step back from work and feel confident about retirement.

Joseph Meawad, A financial adviser in Sydney wearing a suit and red tie, smiling while standing in a professional office setting with greenery, representing strategic thinking and personalised financial advice.

While others are playing checkers, we're playing chess.

You're not alone if you feel like your financial world is a blur with lots of pieces all over the place.

At Trinity Advice, we help STEM and Allied Health Professionals get the most from their money using technical expertise and proven strategies.

Our approach mirrors the principles of chess - methodical, forward-thinking and where good moves now create better options later. 

We look at your financial position from every angle, identifying patterns and opportunities others miss. When life's inevitable chaos strikes, we adapt.

We bring together investment knowledge, wealth-building strategies, tax planning expertise and mortgage broking within a systematic framework.

We believe true financial success isn't about making isolated moves. It's about making a series of decisions where small improvements compound into significant advantages.

"A friend years ago spoke of this financial adviser guru. 8 years later & I'm 12 years away from retirement! My friend is going great guns also.

From the moment I made the first call & spoke to Joseph I felt comfortable, I felt he was a man with integrity. Extremely knowledgeable, contactable any time (he will even ring you on a Sunday if you want him too). My wife & I are in a good financial position & with Joseph's help we will be in an even stronger position when we retire. We strongly feel our interests are at the forefront of Joseph's heart. He loves what he does - we can't speak highly enough of Joseph & his team at Trinity Advice."

  • Crispian, 46 - 55 years

"Exceptional service! Joseph demonstrated his expertise, guiding us through every aspect of our family's finances with clarity. His thorough analysis and smart recommendations allowed us to make informed decisions.

With Josephs assistance, we crafted a comprehensive financial plan tailored to my families needs. I highly recommended Joseph for anyone seeking a trustworthy and knowledge financial adviser."

  • Despina, under 35 years

"Joseph is an excellent financial adviser with a broad understanding of the financial markets. He takes time to understand our needs and risk appetite and gives insightful advice on how to reach our retirement goals.

Joseph is knowledgeable and personable, but he is also responsive and honest. I highly recommend Joseph and his team about superannuation and other financial products!"

  • Alice, 46 - 55 years

Grow your wealth and pay down your debt (at the same time) with debt recycling.

As a full-service financial advice firm working alongside a dedicated mortgage broking business, we have unique access to strategies and loans that can make a life-changing difference to your finances.

It means our clients don't need to grapple with the question “should I pay my mortgage off before I invest?".

Because you can do both.

Make the winning moves for your financial life.

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1. Let’s Chat

Start with a relaxed 20-minute phone or virtual chat to understand your situation and see if we're the right fit for your next steps.

A diamond-shaped icon with an upward arrow, representing clear direction and a forward-thinking financial strategy.

2. Get Direction

Get a precise plan that coordinates all the pieces of your financial life - from cash flow to investments, lending to tax.

A simple checkerboard icon symbolising a structured framework and systematic approach to financial planning.

3. Gain The Advantage

Put your plan into action with our ongoing support, turning methodical decisions into lasting financial confidence.