Financial advice for analytical thinkers - where strategic decisions now create better options later.
We work with problem solvers
Scientists
Nurses
Occupational Therapists
IT Specialists
Pharmacists
Software Developers
Engineers
Smart people who understand investing and wealth-building concepts and want a team to help turn that knowledge into action.
Future dated advice that we address today for where you're at in life.
WHO WE HELP
Future dated advice that we address today for where you're at in life.
The blurry stage: Primary school kids, career on the rise, busy life
You're doing well on paper - good incomes, healthy super, and some investments. But something's not quite right. Money flows in from your salaries and investments, then flows out to your home loan and daily life.
We want to help you...
Transform that financial blur into a crystal-clear direction with specific goals that reflect what matters to you and your family.
Show you clever ways to use your strong income position - like turning 'bad' home loan debt into tax-effective investment debt through debt recycling.
Comfortably prioritise your kids' education and build wealth without sacrificing those things that make life fulfilling - like family holidays and dinner dates.
The fog is lifting: Teenagers, career peak, headspace to think
You've survived the intense years of young family life and career building, and you're starting to see beyond the day-to-day juggle. With older kids becoming more independent, you can finally think about your future.
We want to help you...
Make the most of your peak earning years with smart tax and investment strategies that set you up for the future.
Get clear on your longer-term plans - like when work becomes optional and what that could look like for you.
Create steady income streams from your investments while keeping enough flexibility to help the kids if needed.
The next chapter is calling: Emptying nest, your time to soar
Your kids are spreading their wings and it feels like a whole new world. Between planning those long-awaited adventures, helping your adult kids, and keeping your nest egg growing, you're looking for clear direction on which moves will give you the lifestyle you've worked so hard for.
We want to help you....
Create a clear path to retirement that balances your current lifestyle with your future needs.
Know how much you can spend without worry - on travel, dining out, and the lifestyle you've earned.
Make the right moves with your properties and investments to minimise tax and maximise your income in retirement.
HOW WE HELP
Logical, fact-based advice that helps you achieve your financial potential
Optimise your
income
CASH FLOW MANAGEMENT
Turn your strong income into lasting wealth with a structured approach to spending and saving. We'll analyse the numbers, spot the patterns, and set up systems that put your financial progress on autopilot.
Get a strategic advantage
INVESTING FOR YOUR FUTURE
Put your money to work with precision and purpose. Trinity Advice apply our systematic framework and a disciplined investment process to your portfolio to maximise returns and support your goals.
Build your retirement edge
SUPERANNUATION & SMSFS
Make your super work harder with strategies most people miss. We'll help you navigate the technical details, maximise tax benefits, and create a clear plan for turning your super into reliable retirement income.
Keep more in your pocket
TAX-EFFECTIVE STRATEGIES
There's a big difference between tax avoidance (illegal) and smart tax planning (very legal). We show you how to structure your finances so you keep more of what you earn while building your future wealth.
Maximise company shares
EXECUTIVE OPTIONS & SHARES
These could be worth a lot - but timing and tax can make or break their value. We'll guide you through the rules and deadlines so you can turn this opportunity into actual wealth.
Turn debt into an asset
DEBT MANAGEMENT
Pay down your home loan while building wealth at the same time. We'll show you proven lending structures that most people overlook, so you don't have to choose between reducing debt and growing investments.
Safeguard your legacy
ESTATE PLANNING
It’s more than writing a Will; it’s a crucial component of your investment strategy. Get peace of mind that your wealth will be tax-effectively distributed to your loved ones when the time comes.
Get protected
INSURANCE
We never think it’ll happen to us until it does. Sleep better at night knowing you and your family are taken care of whatever life throws your way.
THE TRINITY ADVICE APPROACH
See the big picture and know your future moves
STEP 1: Getting to know you
We start with a friendly conversation about your goals and vision for the future. Together, we'll complete a fact-finding document that helps us understand your unique situation.
You get a clear picture of where you stand and where you want to go while we gain the insights needed to create your personalised strategy.
STEP 2: Research & reflection
Take time to reflect on what we discussed. At the same time, our expert team applies a problem-solving approach, analyses your financial situation, and models the best strategies that will help you understand what’s possible.
You get space to process our initial discussion while we work diligently to find the optimal options for your circumstances.
STEP 3: Designing your plan
Using our research results, we develop your comprehensive financial plan, known as a Statement of Advice. We carefully consider every aspect of your situation so it’s aligned with the ideal timeline of your goals.
STEP 4: See how it works
We'll meet again to walk through your personalised financial plan together. You receive a roadmap that details the steps towards your financial future, backed by expert analysis and thorough research.
You gain complete clarity on your financial direction and feel informed and excited to move forward with your decisions.
STEP 5: Taking action
Once you're comfortable with the recommendations, we'll put it all into play. We'll guide you through any necessary paperwork and get everything set up correctly so you don’t need to worry about a thing.
You can relax knowing that experienced professionals are carefully implementing your financial strategy.
STEP 6: Ongoing partners
We're always here for you. Whether through regular reviews that help your financial strategy stay aligned with your goals as life changes or if you've got a question or something you want to run past us.
You get ongoing support and guidance to keep on track and have the flexibility to adjust as needed.
