Advice that fits your life — and your complexity.
At Trigwell Financial, we offer more than advice — we offer a partnership.
Whether you’re navigating change, planning ahead, or simply seeking clarity, our services are designed to meet you where you are and help you move forward with confidence.
Our Services
Divorce Financial Support
We help you understand the financial implications of separation, including cash flow, superannuation, investment structures, budgeting and future planning. Where legal advice is required, we work alongside your lawyer so financial decisions are considered in context.
Retirement Planning
Retirement isn’t just a number—it’s a lifestyle. We help you assess your superannuation, map out your retirement goals, and build a plan that supports the life you want to live, now and in the future.
Intergenerational Wealth
Whether you’re supporting aging parents, helping adult children, or thinking about your legacy, we help you make thoughtful decisions that balance generosity with financial security.
Financial Education Sessions
We believe informed clients make empowered decisions.
Our education sessions are designed to demystify financial concepts and give you the tools to take control of your money — whether you’re just starting out or refining your strategy.
Topics may include:
• Super & retirement basics
• Divorce & financial separation
• Investment confidence
• Cash flow & budgeting
Next Gen Financial Support
We help younger clients build strong financial foundations — without the overwhelm.
Whether you’re entering the workforce, saving for your first home, or starting to invest, we offer practical, values-based guidance to help you make smart decisions early.
Support may include:
• Setting goals & timelines
• Understanding risk & investing
• Building good money habits
• Navigating HECS, insurance & super
• Planning for career moves or overseas transitions
We start with a conversation — one that’s grounded in your story, your values, and your goals.
Initial call
A short, no‑obligation conversation to understand your situation and determine whether we can help.
Strategy session
A structured, one‑off session focused on your current situation, key decisions and priorities.
We map your Time, Risk, Investment and Goals, and explore the trade‑offs and opportunities that matter most — so you can move forward with clarity and confidence.
Advice and strategy development
Where personal advice is appropriate, we prepare tailored recommendations based on your objectives.
Advice can be focused on a specific area or broader and more comprehensive, depending on your needs.
Implementation support
We support you in putting your strategy into place, where required.
Ongoing support (if required)
We agree upfront how often you want to review your strategy — from ad hoc advice to regular check‑ins.
Our Approach to Fees
We are a professional service, and we charge fees that reflect the work involved — not the size of your portfolio.
Our focus is on providing structured, high-quality advice that helps you make confident financial decisions.
What You Can Expect:
- No percentage-based fees — your costs are not linked to the value of your investments
- Fees aligned to scope — whether a one‑off strategy session, focused advice, or more comprehensive engagement
- Transparent and agreed upfront — you will understand what you are paying, and why
- Value-driven approach — advice is designed to provide clarity and support better decision‑making
- Flexible engagement — you can access advice on a one‑off basis or through ongoing support, depending on your needs
Financial advice should reflect the value it provides — not how much you have invested.
Who We Work With
We work with clients at key transition points — including retirement, separation, and managing increasing financial complexity.
While we have a strong focus on supporting women, we work with individuals, couples and families who value thoughtful, structured advice and clear decision‑making.
Ready to take the next step?
Every journey starts with a conversation.
Whether you’re looking for clarity on your current situation or considering more structured advice, the first step is understanding your options and what support may be appropriate.