Suite 8 / 260 Auburn Road, Hawthorn 3122
Phone: 03 9214 4100
Fax: 03 9818 6008
enquiries@trumpetfinancial.com.au
 
 
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  ABOUT US
 
Trumpet Financial is an employer of choice for professional advisers in the Financial Services industry.   Our robust recruitment process and ongoing training ensures your adviser is ranked amongst the best in the industry.  Your adviser will be personable but more than that will :
• Be easily understood
• Be Knowledgeable in their area
• Follow a systematic approach with your affairs
• Stay in touch
 Educate – educating you about possible risks and opportunities in your financial world.
Advise – providing professional advice and making specific recommendations.
Implement – getting it done by making the process simple and streamlined.
Review – ensuring the insurance and investments you hold are the best available.
 Wealth Creation – providing a systematic approach to building your wealth & superannuation
Risk Insurance – Implementing & reviewing your Life, Income protection, Trauma and TPD cover
Tax Planning – legitimately managing and minimising your tax.
Family wealth transfer/Estate Planning – making sure the hard work you have done passes on to the next Generation at the appropriate time.
Our Partners. Trumpet Financial is a Corporate Authorised Representative of Aon Hewitt Financial Advice Limited (part of the Aon Group). This Relationship provides access to a wide variety of resources and Product providers that benefit you.
Trumpet Financial Pty Ltd ABN 11 443 516 384 Corporate Authorised Representative (No 327756) of Aon Hewitt Financial Advice Limited AFSL 239183 ABN 13 091 225 642
Registered Address: Level 33  201 Kent Street, Sydney NSW 2000 | Sitemap | Disclaimer | Privacy Policy | About Aon Hewitt Positioning