At Trigwell Financial, we use the TRIG® Framework to help you make confident, informed decisions about your financial future. TRIG® is our proprietary framework for delivering advice that’s truly aligned with your life. We believe it is a simple yet powerful way to understand the four key levers that shape your financial outcomes:Time. Risk. Investment. Goal.
The TRIG® Framework
Time
How much time do you have to reach your goal — or could you get there sooner? We consider your time horizon — short, medium, or long — and stay open to the possibility that your goal might be closer than expected. That shapes how we pace advice and prioritise decisions.Risk
How is your money invested, and how much risk does that carry? We look at the structure and strategy of your investments — not just your comfort with risk, but the actual exposure embedded in your portfolio.
Investment
What resources do you have? We consider your financial position holistically — including super, savings, and ownership structures — so we know what’s available to support your goals.
Goal
What are you aiming for — and why does it matter? We help clarify what success looks like for you, so advice stays focused, relevant, and motivating.
Why It Matters
The TRIG® helps us:
- Tailor advice to your actual priorities
- Match support to your level of complexity
- Avoid over‑servicing or under‑servicing
- Keep advice focused, visual, and easy to understand
We ask every client:
What’s your TRIG®?
Because your financial plan should reflect your values—not just your balance sheet.