I would like to thank you for the fantastic service you have provided for many years
we plan. you live.
Private Wealth Advice
Simplifying the complexity of the financial world to work for you
Making an investment and clarifying your goals should be easy, unfortunately there are so many opinions that make you question if you are doing the right thing. Trumpet Financial will use our experience to cut through the red tape to ensure you achieve your goals, we believe in our motto We Plan, you Live.
our 4 pillar philosophy
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.
we plan. you live.
Supporting your goals through each pillar
Our process has been designed specifically to give you clarity and comfort at each stage of your financial journey. Starting with an in-depth Discovery phase designed to fully comprehend your current situation and future goals through to ensuring your investments always match your stage of life.
Types of Investments
Shares
Investing in shares is the opportunity to have part ownership in one or more companies. Shares provide dividends, voting rights and they can be traded. Understanding how and when to trade these shares can be time consuming. With our help you can successfully hold a portfolio of shares.
Bonds
Bonds offer a range of options. You can choose from: cash, fixed interest, shares, property, infrastructure, and a selection of diversified funds. Often bonds allow investment into ethical funds. Bonds are flexible allowing you to access funds and switch investments options at any time. We help find the right bond for you.
Superannuation
Your super is your money, and we help you manage it. Our busy lives often get in the way of reviewing how our investments and super are performing. We are here to help you and ensure that you get the most out of your retirement savings.
Property
Investing in property can be rewarding and we can help you. Our partners in property advice can assist you in exploring your options whether it be Residential, Commercial or Industrial real estate.
Managed Funds
Managed Funds allow a diversification across different asset classes. Rather than managing direct share investments in individual companies a managed fund pools investors’ money across these asset classes. We research the market and ensure the managed funds you are investing into are stable and have a solid history of market performance.
the trumpet process
We create your ideal financial journey
01.Discovery
Understanding your lifestyle goals / values and current situation – The more your goals match your values then you are more likely to achieve your goals.
02.Strategy
Review existing assets / liabilities / structures / Income and current investments and match them to your overall appetite for risk via the development of a comprehensive risk profile.
Strategy Development
Discuss possibilities and options that will assist in achieving your goals given the current investment products / options available in the market.
03.Compliance
We take our client best interests’ duty very seriously, so our documentation of the recommended strategy together with compliance to best practice will leave no stone unturned. This will ensure you; our client has total transparency over the investment of your funds.
04.Implement
Our strong relationships with the most current and progressive investment houses will ensure your investments have a low-cost base that delivers the best value possible in the market. Dynamic technology through client portals and the latest software will enable you to view all your investments, properties, wills, and other important documents in the one safe environment.
05.Future Proof
Regular communication and formal reviews are part of our service. We agree on the level of service every 12 months to ensure it matches with your current needs. We then liaise with all the investment houses to implement and keep you updated of any changes in market trends.
Testimonials
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.
