No time to get it right.
Long shifts, deadlines and family leave little room to research super, investments or loans properly.
For STEM & allied health professionals
Financial clarity for busy professionals
Trinity Advice turns a busy, complicated financial life into one clear plan for your mortgage, super, investments and retirement, without giving up your evenings to spreadsheets.
Free and no obligation. Meet online from anywhere in Australia.
Client rating
5.0
on
Holds its own AFSLPrivately owned and self-licensed
- Engineers
- Physiotherapists
- IT professionals
- Pharmacists
- Scientists
- Occupational therapists
- Data analysts
- Psychologists
Sound familiar?
Your career gets your best thinking. Your money gets whatever is left.
No system, just pieces.
A mortgage here, some shares there, super on autopilot. Nothing is working toward one goal.
Unsure what to do next.
Pay down the loan or invest? Salary sacrifice? When can you realistically retire?
Get a clear plan
Your first consultation is free.
Financial planning
A plan you can see working
A strategy built around your career, your family and the life you want, with clear numbers you can track and regular reviews as things change.
- Superannuation and retirement planning
- Investment strategy and wealth building
- Cash flow, debt and savings structure
- Personal insurance to protect your income
Free first consultation, no obligation.
Mortgage broking
A home loan that fits your plan
Your loan should pull in the same direction as your strategy. We structure it around your goals, compare lenders and handle the paperwork for you.
- Home loans and refinancing
- Investment property lending
- Loan structure that supports your wider strategy
- We deal with the lenders so you don't have to
One team for your plan and your loan.
How it works
A strategic, move-by-move approach
Like a good game of chess, great financial planning means seeing the whole board and thinking several moves ahead.
Free consultation
An online chat about where you are, where you want to be and what is in the way.
Map the board
We look at your whole picture: income, mortgage, super, investments, insurance and goals.
Plan your moves
A clear, written strategy in plain language, so you understand the why behind every step.
Implement and review
We put the plan in place with you, then review it as your career and family change.
Make your first move
Takes under a minute to request a call.
Why Trinity Advice
Why professionals choose Trinity Advice
Our own licence.
Trinity holds its own AFSL and is privately owned, so our advice is built around you.
Strategy you can follow.
Clear numbers, clear reasons and clear next steps. We show our working.
Built around your schedule.
Meet online from home, work or between shifts, wherever you are in Australia.
A small, dedicated team.
Three experienced advisers and a client manager who know you by name.
Talk to an adviser
No pressure. Just a straight conversation.
Trinity Advice at a glance
- 5.0
- 3experienced advisers
- 95%of meetings held online
- AFSLself-licensed and privately owned
Common concerns
Not sure financial advice is for you?
"It feels too complicated."
That is our job to untangle. Every recommendation is explained in plain English.
"I'm worried about fees."
You will know exactly what our advice costs before you commit. The first consultation is free.
"Will it make a difference?"
We set measurable goals up front and track progress at every review, so you see the results.
Client reviews
Rated 5.0 by the people we advise
Joseph and the amazing team at Trinity Advice are great to work with. Trinity have been our advisor for a few years and we can't recommend them enough. They are very knowledgeable, approachable and have the client's benefit in mind at all times.
One of only a few businesses these days that operates under the old rules. Great service, knowledgeable staff at numerous levels. They collectively take the worry away about the minefield of laws & regulations. A very comforting experience in an otherwise stressful side of life as we enter retirement.
I wanted to take a moment to provide some long-overdue feedback and express my sincere gratitude for the exceptional service I have received from Joseph Meawad.
Joseph is a knowledgeable, professional and very reliable Financial Planner. We saved a significant sum after engaging Joseph and his services as well as receiving valuable advice on our investment strategies.
I could not recommend Kyrillos highly enough.
Read all our reviews on
Real reviews from Trinity Advice clients.
FAQ
Questions we hear often
What happens in the free consultation?
A relaxed online conversation about your situation, goals and concerns. You will leave with a clearer view of your options and whether working together makes sense. No cost, no obligation.
Do I need to live in Sydney?
No. We are based in Hurstville in southern Sydney, but around 95% of our client meetings happen online. We work with clients across NSW, Victoria, Western Australia and the rest of Australia.
How much does financial advice cost?
It depends on what you need. We explain our fees clearly before you commit to anything, so there are no surprises. Your first consultation is free.
Can you help with my home loan as well as my plan?
Yes. We offer mortgage broking alongside financial planning, so your loan is structured to support your wider strategy.
I'm not in STEM or allied health. Can you still help?
Very likely. Our process suits any busy professional who wants a clear, strategic plan. Book a consultation and we will tell you honestly if we are the right fit.
What should I have ready for the first call?
Nothing formal. A rough idea of your income, loans, super balance and goals is plenty. We will guide you through the rest.
Your next move
Book your free consultation
Answer a few quick questions, then choose a time that suits you.
- Free and no obligation
- Meet online, wherever you are in Australia
- Speak with a qualified adviser, not a call centre
- Your details stay private and are never sold
Takes about a minute to complete.