Our wide range of financial planning services and processes are designed to achieve the best possible result for each and every trend client:

  • Obligation free first meeting review of financial position
  • Development of financial planning and investment strategies and options
  • One-to-one client / planner meetings
  • Prompt response time
  • Up-to-the-minute knowledge of tax, insurance and superannuation changes
  • Access to tailored stockbroking service
  • Invitation to relevant investor and planning seminar(s)
  • Ongoing financial and investment advice
  • Act as intermediary with other professional service providers including Centrelink
  • Personal income tax return preparation at concessional rates
  • Investment reports to track your financial growth progress
  • Regular finance and investment
    related newsletters
  • Annual review of your financial status


Where to invest? How much to invest? How long to invest? What are the tax implications? Making the investment decision that’s right for you is no quick and easy task. The available investment options are many and the risk levels vary which need to be clearly identified and evaluated against your financial goals. We can assist with your wealth creation by identifying and evaluation a range of recommended managed investments that will match your risk and performance parameters and lifestyle goals. All you need to do is arrange your obligation free financial status review meeting with us… then you can decide which next step is best for you.

Financial Planning


Understanding super is no easy task. Every day there seems to be changes mooted and different interpretations of tax and planning liabilities. It’s our job to stay on top of all this. We will assist in planning for your retirement by developing strategies to more effectively build your superannuation, ensuring it meets all the regulatory requirements and delivers on your goals and objectives. We can also discuss ways to accumulate wealth in preparation of retirement and keep you up to date on complex and changing legislation. Your first step is to arrange your obligation free financial status review meeting with us… then you can decide which next step is best for you.


When do I want to retire? How much will I need? What kind of retirement life style do I want? Is what I want realistic? We all want to look forward to an enjoyable and healthy retirement with enough money to cover all the anticipated future costs. To achieve that end requires a lot of detailed financial planning knowledge and advice. Our aim is to identify ways to ensure your lifestyle needs in retirement are met and maintained and will generate an income stream and provide financial security. We can review the suitability of a Transition to Retirement strategy for your needs and assist with access to government benefits. Contact us today for an obligation free retirement review meeting.



Why do I need insurance? What needs to be insured? What type of insurance is best for my needs? What are the best cost to benefits options? We can help identify and navigate you through the personal insurance policies on offer that we believe best meet your needs to ensure you and your family are protected financially should illness or injury occur. This includes assisting in calculating the level of cover you require and assisting in the application and claims process. Insurance is essential to preserve your wealth, maintain your standard of living, peace of mind. Your first step is easy… just contact us to arrange a suitable time and place for your obligation free insurance needs meeting.