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 navigate the financial side of separation with clarity and compassion. From understanding your entitlements to rebuilding your financial foundation, we’re here to support you—without judgment or jargon.
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
- Ethical, fee-conscious investing
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-HELP, insurance & super
- Planning for career moves or overseas transitions
Support That Matches Your Needs
We offer advice across four client profiles — based on your needs and investment complexity:
We’ll help you identify where you fit — and adjust as your life evolves
How We Work
- Discovery Call – A free 60‑minute chat to explore your needs
- TRIG® Mapping Session – We walk through your Time, Risk, Investment, and Goal
- Advice & Strategy – Tailored recommendations aligned with your life
- Implementation Support – Help putting your plan into action (if required)
- Annual Reviews & Ongoing Support – Because life changes, and your plan should too
Our Approach to Fees
We’re a professional service, and yes, we charge fees — but we do so with transparency and fairness.
We’re not here to take a percentage of your wealth — we’re here to help you build it.
What You Can Expect:
- No percentage‑based fees — your costs won’t rise just because your wealth does
- Value‑for‑money pricing — fees reflect the work we do, not the size of your portfolio
- Transparent and upfront — you’ll always know what you’re paying and why
- Fee‑conscious investment strategies — designed to avoid unnecessary costs
- Flexible service options — so you can choose the level of support that suits your life stage and budget
Financial advice should be about value, not percentages.
Who We Work With
While we have a special focus on supporting women, we welcome all clients — men, couples, and families — who value thoughtful, transparent advice.
Ready to Start?
Let’s talk.
Book a free 60-minute Discovery Call and take the first step toward financial clarity.