we plan. you live.
We protect and create your financial wellbeing through life’s journey.
An experienced team here to help you achieve your financial goals
Trumpet Financial has a vast amount of experience, with the founder entering his 3rd decade in the industry, guiding an experienced team helping busy professionals and business owners. Our business is built on referrals, which says a lot. We take pride in assisting all our clients through life’s journeys and transitions. Whether it be lifestyle goals, building investments, minimising risk, or having clarity over your future income, we are here to help.
clients we've helped
Simplifying the complexity of the financial world to work for you
Lifestyle
We help create clarity and purpose around your lifestyle goals and how you are going to achieve them.
Investment
We help you to strategically invest to continue to grow your financial wealth and achieve your lifestyle goals.
Protection
Our holistic approach to risk management and financial advice is comprehensive. We know the fine print and we make sure you are protected.
Retirement
We help you prepare for the future and have freedom through choice.
Latest Insights
- Case Study ·
- Case Study ·
Testimonials
I would like to thank you for the fantastic service you have provided for many years
David Ellul
Founder Marand
I have found Todd and the team at Trumpet Financial approachable and easy to deal with. They were able to explain things in my own terms. I highly recommend them and commend them on their professionalism.
Christy Hawthorn
Rainbow Chiropractic Centre
Emma & I have been very happy with the services of Trumpet Financial and have recommended them to others. We found the service to be professional and courteous and were impressed with their ability to communicate the features of the various products with clarity.
Grant and Emma Appleton
Engie
Your team at Trumpet have been fantastic getting all the super set up for myself and Adam, explaining everything as they went. I thought your customer service was both patient and efficient.
Nathalie & Adam Thompson
ANDCO Earthmoving
Having managed an income protection claim now for several years it is a mine field. Engaging Trumpet was a great choice as having them manage my claim on my behalf means experts are speaking with insurers in their language. Meanwhile I can continue my recovery. Thanks guys I totally appreciate your help and think the investment in Trumpet is worth every cent.
Jenny Della-Vedova
Foot Loose Tours
We have worked with Trumpet Financial since 2008. As finance brokers we refer several of our business owner and professional clients to Trumpet Financial. In all instances we have found Trumpet Financial to be very professional and independent with the service they provide our clients. I have also been comfortable as a business owner to have Trumpet Financial review my own cover and establish the appropriate policies on my behalf.
Grant Rheuben
Loanmarket Finance
I have recently become a client of Trumpet Financial and have found them to be thoroughly professional and a pleasure to deal with. I would highly recommend their services.